iShares S&P SmallCap 600 Index shares owned by D.B. Root & Company
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by D.B. Root & Company
from 13F filings
Historical chart of D.B. Root & Company investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by D.B. Root & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $376k | 3.2k | 118.83 |
| 2025-06-30 | $250k | 2.3k | 109.30 |
| 2025-03-31 | $257k | 2.5k | 104.56 |
| 2024-12-31 | $297k | 2.6k | 115.22 |
| 2024-09-30 | $337k | 2.9k | 116.97 |
| 2024-06-30 | $305k | 2.9k | 106.68 |
| 2024-03-31 | $296k | 2.7k | 110.51 |
| 2023-12-31 | $323k | 3.0k | 108.25 |
| 2023-09-30 | $347k | 3.7k | 94.34 |
| 2023-06-30 | $377k | 3.8k | 99.66 |
| 2023-03-31 | $394k | 4.1k | 96.70 |
| 2022-12-31 | $433k | 4.6k | 94.64 |
| 2022-09-30 | $451k | 5.2k | 87.05 |
| 2022-06-30 | $542k | 5.9k | 92.35 |
| 2022-03-31 | $701k | 6.5k | 107.86 |
| 2021-12-31 | $706k | 6.2k | 114.50 |
| 2021-09-30 | $612k | 5.6k | 109.03 |
| 2021-06-30 | $636k | 5.6k | 112.97 |
| 2021-03-31 | $616k | 5.7k | 108.37 |
| 2020-12-31 | $522k | 5.7k | 91.84 |
| 2020-09-30 | $491k | 7.0k | 70.12 |
| 2020-06-30 | $502k | 7.4k | 68.22 |
| 2020-03-31 | $424k | 7.6k | 56.07 |
| 2019-12-31 | $668k | 8.0k | 83.75 |
| 2019-09-30 | $630k | 8.1k | 77.75 |
| 2019-06-30 | $931k | 12k | 78.25 |
| 2019-03-31 | $1.7M | 22k | 77.17 |
| 2018-12-31 | $1.8M | 21k | 87.22 |
| 2018-09-30 | $1.8M | 21k | 87.22 |
| 2018-06-30 | $1.8M | 21k | 83.48 |
| 2018-03-31 | $1.7M | 22k | 77.02 |
| 2017-12-31 | $1.6M | 21k | 76.82 |
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