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iShares S&P SmallCap 600 Index shares owned by Roundview Capital

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

Historical chart of Roundview Capital 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 Roundview Capital 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 Roundview Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $450k 4.1k 110.53
2023-12-31 $362k 3.3k 108.25
2023-09-30 $283k 3.0k 94.33
2023-06-30 $287k 2.9k 99.65
2023-03-31 $269k 2.8k 96.70
2022-12-31 $260k 2.7k 94.64
2022-09-30 $215k 2.5k 87.36
2022-06-30 $226k 2.4k 92.55
2022-03-31 $384k 3.6k 107.93
2021-12-31 $209k 1.8k 114.58
2021-06-30 $206k 1.8k 112.94