Everhart Financial Group »

iShares S&P SmallCap 600 Index shares owned by Everhart Financial Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Everhart Financial Group from 13F filings

Historical chart of Everhart Financial Group 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 Everhart Financial Group 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 Everhart Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $259k 2.2k 118.82
2025-06-30 $239k 2.2k 109.29
2025-03-31 $225k 2.2k 104.57
2024-12-31 $241k 2.1k 115.22
2024-09-30 $246k 2.1k 116.96
2022-03-31 $210k 1.9k 107.97
2021-12-31 $224k 2.0k 114.29
2021-09-30 $274k 2.5k 109.25

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View all positions for Everhart Financial Group

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