iShares S&P SmallCap 600 Index shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning 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 Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P SmallCap 600 Index by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $258k | 2.3k | 113.10 |
| 2024-09-30 | $245k | 2.1k | 118.36 |
| 2024-06-30 | $228k | 2.1k | 106.68 |
| 2024-03-31 | $253k | 2.3k | 110.53 |
| 2023-12-31 | $247k | 2.3k | 108.24 |
| 2023-09-30 | $229k | 2.4k | 94.34 |
| 2023-06-30 | $224k | 2.2k | 99.66 |
| 2023-03-31 | $221k | 2.3k | 96.72 |
| 2022-12-31 | $234k | 2.5k | 94.66 |
| 2022-09-30 | $229k | 2.5k | 91.97 |
| 2022-06-30 | $250k | 2.7k | 92.35 |
| 2022-03-31 | $388k | 3.4k | 114.42 |
| 2021-12-31 | $388k | 3.4k | 114.42 |
| 2021-09-30 | $375k | 3.4k | 108.98 |
| 2021-06-30 | $380k | 3.4k | 112.89 |
| 2021-03-31 | $342k | 3.2k | 108.33 |
| 2020-12-31 | $588k | 6.4k | 91.79 |
| 2020-09-30 | $426k | 6.1k | 70.19 |
| 2020-06-30 | $345k | 5.1k | 68.11 |
| 2020-03-31 | $525k | 9.4k | 56.02 |
| 2019-12-31 | $784k | 9.4k | 83.81 |
| 2019-09-30 | $728k | 9.4k | 77.83 |
| 2019-06-30 | $770k | 9.8k | 78.28 |
| 2019-03-31 | $837k | 11k | 77.11 |
| 2018-12-31 | $779k | 11k | 69.31 |
Top funds holding iShares S&P SmallCap 600 Index
View all funds holding iShares S&P SmallCap 600 Index