iShares S&P SmallCap 600 Index shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $24M | 217k | 110.52 |
| 2023-12-31 | $22M | 204k | 108.25 |
| 2023-09-30 | $18M | 187k | 94.33 |
| 2023-06-30 | $16M | 163k | 99.65 |
| 2023-03-31 | $15M | 157k | 96.70 |
| 2022-12-31 | $14M | 150k | 94.64 |
| 2022-09-30 | $11M | 127k | 87.19 |
| 2022-06-30 | $9.6M | 104k | 92.41 |
| 2022-03-31 | $3.1M | 28k | 107.89 |
| 2021-12-31 | $2.2M | 20k | 114.53 |
| 2021-09-30 | $2.1M | 19k | 109.17 |
| 2021-06-30 | $2.4M | 22k | 112.97 |
| 2021-03-31 | $1.9M | 18k | 108.53 |
| 2020-12-31 | $1.7M | 18k | 91.92 |
| 2020-09-30 | $1.2M | 17k | 70.23 |
| 2020-06-30 | $1.4M | 20k | 68.31 |
| 2020-03-31 | $906k | 16k | 56.13 |
| 2019-12-31 | $1.4M | 17k | 83.87 |
| 2019-09-30 | $1.1M | 14k | 77.84 |
| 2019-06-30 | $1.1M | 15k | 78.26 |
| 2019-03-31 | $935k | 12k | 77.13 |
| 2018-12-31 | $829k | 12k | 69.34 |
| 2018-09-30 | $1.3M | 15k | 87.27 |
| 2018-06-30 | $960k | 12k | 83.42 |
| 2018-03-31 | $509k | 6.6k | 77.03 |
| 2017-12-31 | $477k | 6.2k | 76.87 |
| 2017-09-30 | $387k | 5.2k | 74.28 |
| 2017-06-30 | $9.0k | 130 | 69.23 |
| 2017-03-31 | $7.0k | 96 | 72.92 |
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