iShares S&P SmallCap 600 Index shares owned by Cypress Financial Planning
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Cypress Financial Planning
from 13F filings
Historical chart of Cypress Financial 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 Cypress Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Cypress Financial Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $1.7M | 15k | 115.22 |
2024-09-30 | $1.6M | 14k | 116.96 |
2024-06-30 | $1.4M | 13k | 106.66 |
2024-03-31 | $1.5M | 13k | 110.52 |
2023-09-30 | $1.2M | 12k | 94.33 |
2023-06-30 | $1.1M | 11k | 100.28 |
2023-03-31 | $1.1M | 11k | 96.79 |
2022-12-31 | $960k | 10k | 94.50 |
2022-09-30 | $719k | 8.2k | 87.16 |
2022-06-30 | $674k | 7.3k | 92.39 |
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