iShares S&P SmallCap 600 Index shares owned by Center for Financial Planning
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 13k | 118.83 |
| 2025-06-30 | $1.5M | 14k | 109.29 |
| 2025-03-31 | $1.5M | 14k | 104.57 |
| 2024-12-31 | $1.4M | 12k | 115.22 |
| 2024-09-30 | $1.3M | 11k | 116.96 |
| 2024-06-30 | $1.1M | 11k | 106.66 |
| 2024-03-31 | $1.2M | 11k | 110.52 |
| 2023-12-31 | $1.2M | 11k | 108.25 |
| 2023-09-30 | $1.0M | 11k | 94.33 |
| 2023-06-30 | $1.1M | 11k | 99.65 |
| 2023-03-31 | $1.1M | 11k | 96.70 |
| 2022-12-31 | $1.2M | 12k | 94.64 |
| 2022-09-30 | $1.1M | 12k | 87.22 |
| 2022-06-30 | $1.2M | 13k | 92.44 |
| 2022-03-31 | $1.3M | 13k | 107.89 |
| 2021-12-31 | $1.6M | 14k | 114.53 |
| 2021-09-30 | $1.4M | 13k | 109.22 |
| 2021-06-30 | $1.4M | 13k | 112.97 |
| 2021-03-31 | $1.3M | 12k | 108.54 |
| 2020-12-31 | $684k | 7.4k | 91.96 |
| 2020-09-30 | $551k | 7.9k | 70.18 |
| 2020-06-30 | $645k | 9.4k | 68.33 |
| 2020-03-31 | $755k | 14k | 56.12 |
| 2019-12-31 | $121k | 1.4k | 84.03 |
More positions owned by Center for Financial Planning
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