iShares S&P SmallCap 600 Index shares owned by Helen Stephens Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Helen Stephens Group
from 13F filings
Historical chart of Helen Stephens Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Helen Stephens Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $315k | 2.7k | 118.83 |
| 2025-06-30 | $282k | 2.6k | 109.27 |
| 2025-03-31 | $326k | 3.1k | 104.57 |
| 2024-12-31 | $361k | 3.1k | 115.22 |
| 2024-09-30 | $427k | 3.7k | 116.97 |
| 2024-06-30 | $428k | 4.0k | 106.65 |
| 2024-03-31 | $469k | 4.2k | 110.52 |
| 2023-12-31 | $681k | 6.3k | 108.24 |
| 2023-09-30 | $489k | 5.2k | 94.34 |
| 2023-06-30 | $458k | 4.6k | 99.66 |
| 2023-03-31 | $446k | 4.6k | 96.70 |
| 2022-12-31 | $422k | 4.5k | 94.64 |
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