iShares S&P SmallCap 600 Index shares owned by Birch Financial Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Birch Financial Group
from 13F filings
Historical chart of Birch Financial Group investment in iShares S&P SmallCap 600 Index
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All positions including iShares S&P SmallCap 600 Index held by Birch Financial Group 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 Birch Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.7M | 23k | 120.18 |
| 2025-09-30 | $2.6M | 22k | 118.83 |
| 2025-06-30 | $2.3M | 21k | 109.29 |
| 2025-03-31 | $1.8M | 17k | 104.57 |
| 2024-12-31 | $669k | 5.8k | 115.23 |
More positions owned by Birch Financial Group
Home Depot (HD)
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