iShares S&P SmallCap 600 Index shares owned by Capital Financial Planning
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Capital Financial Planning
from 13F filings
Historical chart of Capital Financial Planning 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 Capital Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P SmallCap 600 Index by Capital Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.1M | 12k | 94.33 |
| 2023-06-30 | $1.7M | 17k | 99.65 |
| 2023-03-31 | $1.6M | 17k | 96.70 |
| 2022-12-31 | $1.6M | 17k | 94.64 |
| 2022-09-30 | $1.8M | 21k | 87.19 |
| 2022-06-30 | $2.0M | 22k | 92.40 |
| 2022-03-31 | $2.4M | 22k | 107.90 |
| 2021-12-31 | $2.5M | 22k | 114.52 |
| 2021-09-30 | $2.6M | 24k | 109.21 |
| 2021-06-30 | $2.7M | 24k | 112.98 |
| 2021-03-31 | $2.5M | 23k | 108.53 |
| 2020-12-31 | $1.9M | 21k | 91.88 |
| 2020-09-30 | $1.4M | 20k | 70.22 |
| 2020-06-30 | $1.3M | 19k | 68.27 |
| 2020-03-31 | $911k | 16k | 56.11 |
| 2019-12-31 | $925k | 11k | 83.85 |
| 2018-12-31 | $34k | 485 | 70.10 |
More positions owned by Capital Financial Planning
View all positions for Capital Financial Planning
Top funds holding iShares S&P SmallCap 600 Index
View all funds holding iShares S&P SmallCap 600 Index