iShares S&P SmallCap 600 Index shares owned by Future Financial Wealth Managment
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Future Financial Wealth Managment
from 13F filings
Historical chart of Future Financial Wealth Managment investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Future Financial Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6k | 30 | 118.83 |
| 2025-06-30 | $3.3k | 30 | 109.30 |
| 2025-03-31 | $22k | 210 | 104.57 |
| 2024-12-31 | $24k | 210 | 115.22 |
| 2024-09-30 | $165k | 1.4k | 116.96 |
| 2024-03-31 | $134k | 1.2k | 110.52 |
| 2023-03-31 | $1.6M | 17k | 96.79 |
| 2022-12-31 | $1.1M | 12k | 94.64 |
| 2022-09-30 | $1.1M | 12k | 92.39 |
| 2022-06-30 | $1.3M | 12k | 107.90 |
| 2022-03-31 | $1.3M | 12k | 107.90 |
| 2021-12-31 | $1.7M | 14k | 115.80 |
| 2021-09-30 | $1.6M | 14k | 112.97 |
| 2021-06-30 | $1.6M | 14k | 112.97 |
| 2021-03-31 | $2.5M | 23k | 108.53 |
| 2020-12-31 | $2.2M | 24k | 91.90 |
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