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iShares S&P SmallCap 600 Index shares owned by Asset Planning Services

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

Historical chart of Asset Planning 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 Asset Planning 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 Asset Planning Services

Quarter filed Position value Share count Share price at filing
2021-12-31 $4.5M 39k 114.51
2021-09-30 $4.2M 38k 109.19
2021-06-30 $4.0M 36k 112.99
2021-03-31 $4.0M 37k 108.54
2020-12-31 $3.3M 36k 91.91
2020-09-30 $3.2M 46k 70.24
2020-06-30 $3.2M 46k 68.28
2020-03-31 $2.5M 44k 56.10
2019-12-31 $3.5M 42k 82.62
2019-09-30 $3.2M 41k 77.84
2019-06-30 $3.2M 40k 78.29
2019-03-31 $1.6M 21k 77.16
2018-12-31 $2.0M 29k 69.33
2018-09-30 $2.3M 28k 81.55
2018-06-30 $2.2M 26k 83.47
2018-03-31 $2.0M 26k 77.01
2017-12-31 $1.9M 25k 76.81
2017-09-30 $1.8M 24k 74.22
2017-06-30 $1.6M 23k 70.09
2017-03-31 $1.6M 23k 69.14
2016-12-31 $1.5M 11k 137.55
2016-09-30 $1.1M 9.2k 124.15
2016-06-30 $732k 6.3k 116.23
2016-03-31 $542k 4.8k 112.56
2015-12-31 $515k 4.7k 110.11
2015-09-30 $474k 4.4k 106.54
2015-06-30 $622k 5.3k 117.80

More positions owned by Asset Planning Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Portfolio Short (SPSB)
Merck & Co (MRK)
Pgim Etf Tr Ultra Short (PULS)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Asset Planning Services

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Goldman Sachs Group
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock

View all funds holding iShares S&P SmallCap 600 Index