iShares S&P SmallCap 600 Index shares owned by Financial Perspectives
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Financial Perspectives
from 13F filings
Historical chart of Financial Perspectives investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Financial Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $564k | 4.7k | 118.84 |
| 2025-06-30 | $528k | 4.8k | 109.29 |
| 2025-03-31 | $503k | 4.8k | 104.58 |
| 2024-12-31 | $530k | 4.6k | 115.23 |
| 2024-09-30 | $508k | 4.3k | 116.95 |
| 2024-06-30 | $454k | 4.3k | 106.67 |
| 2024-03-31 | $447k | 4.0k | 110.52 |
| 2023-12-31 | $370k | 3.4k | 108.26 |
| 2023-09-30 | $298k | 3.2k | 94.33 |
| 2023-06-30 | $290k | 2.9k | 99.64 |
| 2023-03-31 | $276k | 2.9k | 96.71 |
| 2022-12-31 | $251k | 2.7k | 94.63 |
| 2022-09-30 | $232k | 2.7k | 87.18 |
| 2022-06-30 | $217k | 2.3k | 92.40 |
| 2022-03-31 | $251k | 2.3k | 107.87 |
| 2021-12-31 | $244k | 2.1k | 114.53 |
| 2021-09-30 | $227k | 2.1k | 109.19 |
| 2021-06-30 | $232k | 2.1k | 112.97 |
| 2021-03-31 | $1.8M | 193k | 9.21 |
| 2020-12-31 | $156k | 1.7k | 91.89 |
| 2020-09-30 | $118k | 1.7k | 70.22 |
| 2020-06-30 | $115k | 1.7k | 68.28 |
| 2020-03-31 | $95k | 1.7k | 56.11 |
| 2019-12-31 | $141k | 1.7k | 83.84 |
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