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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

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Capital & Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.5k 28 126.14
2024-12-31 $3.3k 28 116.21

More positions owned by Capital & Planning

Alphabet Common Stock (GOOGL)
Amazon Common Stock (AMZN)
Microsoft Corp Common Stock (MSFT)
Southern Company Common Stock (SO)
Visa Common Stock (V)
Eli Lilly Common Stock (LLY)
Duke Energy Common Stock (DUK)
Apple Common Stock (AAPL)
Mcdonalds Corp Common Stock (MCD)
Caterpillar Common Stock (CAT)
Church & Dwight Common Stock (CHD)
Nvidia Corp Common Stock (NVDA)
Procter & Gamble Common Stock (PG)
Texas Instruments Common Stock (TXN)
Meta Platforms Common Stock (META)

View all positions for Capital & Planning

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Financial Engines Advisors L.L.C
Pnc Financial Services

View all funds holding iShares S&P SmallCap 600 Index