iShares S&P SmallCap 600 Index shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Rockbridge Investment Management, LCC
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $224k | 2.1k | 108.24 |
2021-12-31 | $2.9M | 25k | 114.50 |
2021-09-30 | $2.6M | 24k | 109.21 |
2021-06-30 | $2.7M | 24k | 112.99 |
2021-03-31 | $2.2M | 20k | 108.54 |
2020-12-31 | $1.9M | 20k | 91.91 |
2020-09-30 | $1.4M | 20k | 70.25 |
2020-06-30 | $1.3M | 19k | 68.27 |
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