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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
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

More positions owned by Capital Planning

iShares Core S&P 500 ETF Exchange Traded Fund (IVV)
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)
Microsoft Corp Common Stock (MSFT)
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)
Quanta Services Common Stock (PWR)
Boeing Common Stock (BA)
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)
Vanguard Information Technology ETF Exchange Traded Fund (VGT)
Vanguard Mega Cap Value ETF Exchange Traded Fund (MGV)
Vanguard Small-Cap ETF Exchange Traded Fund (VB)
iShares MSCI USA Min Vol Factor ETF Exchange Traded Fund (USMV)
Vanguard Mega Cap Growth ETF Exchange Traded Fund (MGK)
Schwab US Large-Cap Value ETF Exchange Traded Fund (SCHV)
iShares MSCI USA Momentum Factor ETF Exchange Traded Fund (MTUM)
Technology Select Sector SPDR ETF Exchange Traded Fund (XLK)

View all positions for Capital Planning

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index