iShares S&P SmallCap 600 Index shares owned by First Personal Financial Services
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by First Personal Financial Services
from 13F filings
Historical chart of First Personal Financial Services investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by First Personal Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $60k | 544 | 110.52 |
| 2023-12-31 | $59k | 544 | 108.25 |
| 2023-09-30 | $51k | 544 | 94.33 |
| 2023-06-30 | $54k | 544 | 99.65 |
| 2023-03-31 | $53k | 544 | 96.70 |
| 2022-12-31 | $52k | 544 | 94.64 |
| 2022-09-30 | $47k | 544 | 86.40 |
| 2022-06-30 | $8.0k | 90 | 88.89 |
| 2022-03-31 | $10k | 90 | 111.11 |
| 2021-12-31 | $10k | 90 | 111.11 |
| 2021-09-30 | $10k | 90 | 111.11 |
| 2021-06-30 | $37k | 330 | 112.12 |
| 2021-03-31 | $10k | 90 | 111.11 |
| 2020-12-31 | $8.0k | 90 | 88.89 |
| 2020-09-30 | $6.0k | 90 | 66.67 |
| 2020-06-30 | $6.0k | 90 | 66.67 |
| 2020-03-31 | $5.0k | 90 | 55.56 |
| 2019-12-31 | $28k | 328 | 85.37 |
| 2019-09-30 | $7.0k | 90 | 77.78 |
| 2019-06-30 | $696k | 8.9k | 78.29 |
| 2019-03-31 | $231k | 3.0k | 77.00 |
| 2018-12-31 | $208k | 3.0k | 69.33 |
| 2018-09-30 | $262k | 3.0k | 87.33 |
| 2018-06-30 | $250k | 3.0k | 83.33 |
| 2018-03-31 | $231k | 3.0k | 77.00 |
| 2017-12-31 | $536k | 7.0k | 76.80 |
| 2017-09-30 | $223k | 3.0k | 74.33 |
| 2017-06-30 | $210k | 3.0k | 70.00 |
| 2017-03-31 | $44k | 638 | 68.97 |
| 2016-12-31 | $44k | 319 | 137.93 |
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