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iShares S&P SmallCap 600 Index shares owned by Financial Perspectives

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Financial Perspectives from 13F filings

Historical chart of Financial Perspectives 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 Financial Perspectives consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Financial Perspectives

Quarter filed Position value Share count Share price at filing
2024-03-31 $447k 4.0k 110.52
2023-12-31 $370k 3.4k 108.26
2023-09-30 $298k 3.2k 94.33
2023-06-30 $290k 2.9k 99.64
2023-03-31 $276k 2.9k 96.71
2022-12-31 $251k 2.7k 94.63
2022-09-30 $232k 2.7k 87.18
2022-06-30 $217k 2.3k 92.40
2022-03-31 $251k 2.3k 107.87
2021-12-31 $244k 2.1k 114.53
2021-09-30 $227k 2.1k 109.19
2021-06-30 $232k 2.1k 112.97
2021-03-31 $1.8M 193k 9.21
2020-12-31 $156k 1.7k 91.89
2020-09-30 $118k 1.7k 70.22
2020-06-30 $115k 1.7k 68.28
2020-03-31 $95k 1.7k 56.11
2019-12-31 $141k 1.7k 83.84