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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

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Quarterly 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