iShares S&P SmallCap 600 Index shares owned by Fundamentun
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Fundamentun
from 13F filings
Historical chart of Fundamentun investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Fundamentun
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 19k | 118.83 |
| 2025-06-30 | $2.0M | 18k | 109.29 |
| 2025-03-31 | $3.7M | 35k | 104.57 |
| 2024-12-31 | $4.5M | 39k | 115.22 |
| 2024-09-30 | $2.8M | 24k | 116.96 |
| 2024-06-30 | $2.0M | 19k | 106.66 |
| 2024-03-31 | $7.9M | 71k | 110.52 |
| 2023-12-31 | $7.1M | 66k | 108.25 |
| 2023-09-30 | $5.0M | 53k | 94.33 |
| 2023-06-30 | $5.0M | 50k | 99.65 |
| 2023-03-31 | $4.5M | 46k | 96.70 |
| 2022-12-31 | $4.5M | 47k | 94.64 |
| 2022-09-30 | $4.2M | 49k | 87.19 |
| 2022-06-30 | $5.0M | 54k | 92.42 |
| 2022-03-31 | $5.5M | 51k | 107.88 |
| 2021-12-31 | $5.7M | 50k | 114.50 |
| 2021-09-30 | $5.8M | 53k | 109.19 |
| 2021-06-30 | $4.5M | 40k | 112.99 |
| 2021-03-31 | $4.0M | 37k | 108.53 |
| 2020-12-31 | $1.7M | 19k | 91.92 |
| 2020-09-30 | $929k | 13k | 70.26 |
| 2020-06-30 | $915k | 13k | 68.29 |
| 2020-03-31 | $800k | 14k | 56.12 |
| 2019-12-31 | $1.2M | 14k | 83.88 |
| 2019-09-30 | $1.1M | 14k | 77.82 |
| 2019-06-30 | $1.1M | 14k | 78.27 |
| 2019-03-31 | $1.9M | 24k | 77.15 |
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