iShares S&P SmallCap 600 Index shares owned by Consolidated Planning Corp
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Consolidated Planning Corp
from 13F filings
Historical chart of Consolidated Planning Corp investment in iShares S&P SmallCap 600 Index
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All positions including iShares S&P SmallCap 600 Index held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P SmallCap 600 Index by Consolidated Planning Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 45k | 118.83 |
| 2025-06-30 | $5.1M | 46k | 109.29 |
| 2025-03-31 | $5.5M | 53k | 104.57 |
| 2024-12-31 | $7.2M | 63k | 115.22 |
| 2024-09-30 | $7.5M | 64k | 116.96 |
| 2024-06-30 | $9.2M | 86k | 106.66 |
| 2024-03-31 | $9.8M | 89k | 110.52 |
| 2023-12-31 | $10M | 94k | 108.25 |
| 2023-09-30 | $7.6M | 81k | 94.33 |
| 2023-06-30 | $8.3M | 84k | 99.65 |
| 2023-03-31 | $8.2M | 85k | 96.70 |
| 2022-12-31 | $8.2M | 86k | 94.64 |
| 2022-09-30 | $3.8M | 44k | 87.20 |
| 2022-06-30 | $4.0M | 43k | 92.42 |
| 2022-03-31 | $4.8M | 44k | 107.88 |
| 2021-12-31 | $5.4M | 47k | 114.51 |
| 2021-09-30 | $5.1M | 47k | 109.19 |
| 2021-06-30 | $5.4M | 48k | 112.97 |
| 2021-03-31 | $5.3M | 49k | 108.53 |
| 2020-12-31 | $4.5M | 49k | 91.88 |
| 2020-09-30 | $3.4M | 49k | 70.22 |
| 2020-06-30 | $3.3M | 49k | 68.28 |
| 2020-03-31 | $2.4M | 43k | 56.11 |
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