iShares S&P SmallCap 600 Index shares owned by Capital Planning
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Capital Planning
from 13F filings
Historical chart of Capital 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 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 Capital Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.3M | 29k | 115.22 |
| 2024-09-30 | $3.1M | 27k | 116.96 |
| 2024-06-30 | $2.8M | 26k | 106.66 |
| 2024-03-31 | $2.1M | 19k | 110.52 |
| 2023-12-31 | $1.9M | 17k | 108.25 |
| 2023-09-30 | $1.3M | 14k | 94.79 |
| 2023-06-30 | $1.4M | 14k | 99.65 |
| 2023-03-31 | $1.2M | 12k | 96.70 |
| 2022-12-31 | $1.1M | 12k | 94.64 |
| 2022-09-30 | $922k | 11k | 87.17 |
| 2022-06-30 | $959k | 10k | 92.42 |
| 2022-03-31 | $1.1M | 10k | 107.92 |
| 2021-12-31 | $1.2M | 11k | 114.50 |
| 2021-09-30 | $1.1M | 11k | 109.17 |
| 2021-06-30 | $1.2M | 11k | 112.99 |
| 2021-03-31 | $1.0M | 9.6k | 108.53 |
| 2020-12-31 | $873k | 9.5k | 91.90 |
Top funds holding iShares S&P SmallCap 600 Index
View all funds holding iShares S&P SmallCap 600 Index