iShares S&P SmallCap 600 Index shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.1M | 19k | 108.25 |
| 2023-09-30 | $1.0M | 11k | 94.33 |
| 2023-06-30 | $1.1M | 11k | 99.65 |
| 2023-03-31 | $3.0M | 31k | 96.70 |
| 2022-12-31 | $6.4M | 68k | 94.64 |
| 2022-03-31 | $243k | 2.2k | 108.10 |
| 2021-12-31 | $257k | 2.2k | 114.32 |
| 2020-06-30 | $224k | 3.3k | 68.40 |
| 2020-03-31 | $2.3M | 42k | 56.10 |
| 2019-12-31 | $14M | 167k | 83.85 |
| 2019-09-30 | $12M | 150k | 77.84 |
| 2019-06-30 | $12M | 154k | 78.28 |
| 2019-03-31 | $12M | 149k | 77.15 |
| 2018-12-31 | $13M | 185k | 69.32 |
| 2018-09-30 | $16M | 188k | 87.24 |
| 2018-06-30 | $12M | 148k | 83.46 |
| 2018-03-31 | $12M | 159k | 77.01 |
| 2017-12-31 | $12M | 157k | 76.81 |
| 2017-09-30 | $10M | 134k | 74.22 |
| 2017-06-30 | $8.0M | 114k | 70.11 |
| 2017-03-31 | $5.7M | 83k | 69.16 |
| 2016-12-31 | $5.0M | 36k | 137.51 |
| 2016-09-30 | $4.0M | 32k | 124.13 |
| 2016-06-30 | $2.9M | 25k | 116.21 |
| 2016-03-31 | $2.9M | 26k | 112.59 |
| 2015-12-31 | $3.0M | 27k | 110.12 |
| 2015-09-30 | $2.9M | 28k | 106.55 |
| 2015-06-30 | $2.7M | 23k | 117.89 |
| 2015-03-31 | $352k | 3.0k | 118.04 |
Top funds holding iShares S&P SmallCap 600 Index
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