iShares S&P SmallCap 600 Index shares owned by Higgins & Schmidt Wealth Strategies
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Higgins & Schmidt Wealth Strategies
from 13F filings
Historical chart of Higgins & Schmidt Wealth Strategies 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 Higgins & Schmidt Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P SmallCap 600 Index by Higgins & Schmidt Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 11k | 118.83 |
| 2025-06-30 | $1.2M | 11k | 109.29 |
| 2025-03-31 | $1.1M | 11k | 104.57 |
| 2024-12-31 | $1.3M | 11k | 115.21 |
| 2024-09-30 | $1.5M | 13k | 116.96 |
| 2024-06-30 | $1.3M | 12k | 106.66 |
| 2024-03-31 | $1.4M | 12k | 110.52 |
| 2023-12-31 | $1.4M | 13k | 108.25 |
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