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iShares S&P SmallCap 600 Index shares owned by Capital Financial Planning

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

Historical chart of Capital Financial 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 Capital Financial Planning 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 Capital Financial Planning

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.1M 12k 94.33
2023-06-30 $1.7M 17k 99.65
2023-03-31 $1.6M 17k 96.70
2022-12-31 $1.6M 17k 94.64
2022-09-30 $1.8M 21k 87.19
2022-06-30 $2.0M 22k 92.40
2022-03-31 $2.4M 22k 107.90
2021-12-31 $2.5M 22k 114.52
2021-09-30 $2.6M 24k 109.21
2021-06-30 $2.7M 24k 112.98
2021-03-31 $2.5M 23k 108.53
2020-12-31 $1.9M 21k 91.88
2020-09-30 $1.4M 20k 70.22
2020-06-30 $1.3M 19k 68.27
2020-03-31 $911k 16k 56.11
2019-12-31 $925k 11k 83.85
2018-12-31 $34k 485 70.10

More positions owned by Capital Financial Planning

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Ishares Tr Rusel 2500 Etf (SMMD)
Select Sector Spdr Tr Technology (XLK)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core High Dv Etf (HDV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Div Grwth (DGRO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Capital Financial Planning

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