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iShares S&P SmallCap 600 Index shares owned by Appropriate Balance Financial Services

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

Historical chart of Appropriate Balance Financial Services 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 Appropriate Balance Financial Services 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 Appropriate Balance Financial Services

Quarter filed Position value Share count Share price at filing
2017-09-30 $241k 18k 13.47
2017-06-30 $240k 17k 14.26
2017-03-31 $242k 17k 14.46
2016-12-31 $17M 125k 137.52
2016-09-30 $16M 128k 124.14
2016-06-30 $15M 131k 116.21
2016-03-31 $17M 149k 112.57
2015-12-31 $17M 151k 110.10