iShares S&P SmallCap 600 Index shares owned by Strategic Financial Planning
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Strategic Financial Planning
from 13F filings
Historical chart of Strategic Financial Planning investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Strategic Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $586k | 5.3k | 110.52 |
| 2023-12-31 | $574k | 5.3k | 108.25 |
| 2023-09-30 | $510k | 5.4k | 94.33 |
| 2023-06-30 | $539k | 5.4k | 99.65 |
| 2023-03-31 | $523k | 5.4k | 96.70 |
| 2022-12-31 | $512k | 5.4k | 94.64 |
| 2022-09-30 | $479k | 5.5k | 87.27 |
| 2022-06-30 | $507k | 5.5k | 92.37 |
| 2022-03-31 | $592k | 5.5k | 107.85 |
| 2021-12-31 | $629k | 5.5k | 114.59 |
| 2021-09-30 | $609k | 5.6k | 109.18 |
| 2021-06-30 | $630k | 5.6k | 112.94 |
| 2021-03-31 | $605k | 5.6k | 108.46 |
| 2020-12-31 | $513k | 5.6k | 91.95 |
| 2020-09-30 | $402k | 5.7k | 70.30 |
| 2020-06-30 | $390k | 5.7k | 68.21 |
| 2020-03-31 | $321k | 5.7k | 56.14 |
| 2019-12-31 | $482k | 5.7k | 83.91 |
More positions owned by Strategic Financial Planning
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