Strategic Wealth Management Group »

iShares S&P SmallCap 600 Index shares owned by Strategic Wealth Management Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Strategic Wealth Management Group from 13F filings

Historical chart of Strategic Wealth Management Group investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Strategic Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Strategic Wealth Management Group

Quarter filed Position value Share count Share price at filing
2021-06-30 $2.8M 25k 112.96
2021-03-31 $2.6M 24k 108.51
2020-12-31 $2.0M 22k 91.90
2020-09-30 $1.5M 21k 70.21
2020-06-30 $1.0M 15k 68.26
2020-03-31 $427k 7.6k 56.08
2019-12-31 $322k 3.8k 83.92