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
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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 |
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