iShares S&P SmallCap 600 Index shares owned by Independent Financial Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group 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 Independent Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P SmallCap 600 Index by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $5.6M | 45k | 124.31 |
| 2025-09-30 | $6.1M | 51k | 118.83 |
| 2025-06-30 | $5.7M | 52k | 109.29 |
| 2025-03-31 | $5.9M | 57k | 104.57 |
| 2024-12-31 | $6.6M | 58k | 115.22 |
| 2024-09-30 | $5.3M | 46k | 116.97 |
| 2024-06-30 | $5.0M | 47k | 106.66 |
| 2024-03-31 | $5.2M | 47k | 110.52 |
| 2023-12-31 | $4.7M | 43k | 108.25 |
| 2023-09-30 | $2.2M | 24k | 94.33 |
| 2023-06-30 | $2.3M | 23k | 99.65 |
| 2023-03-31 | $2.2M | 23k | 96.70 |
| 2022-12-31 | $1.9M | 20k | 94.65 |
| 2022-09-30 | $1.8M | 20k | 87.20 |
| 2022-06-30 | $2.0M | 21k | 92.41 |
| 2022-03-31 | $2.7M | 25k | 107.88 |
| 2021-12-31 | $2.7M | 23k | 114.51 |
| 2021-09-30 | $2.5M | 23k | 109.19 |
| 2021-06-30 | $1.9M | 17k | 112.98 |
| 2021-03-31 | $1.4M | 13k | 108.53 |
| 2020-12-31 | $1.1M | 12k | 91.90 |
| 2020-09-30 | $716k | 10k | 70.23 |
| 2020-06-30 | $969k | 14k | 68.29 |
| 2020-03-31 | $1.4M | 26k | 56.11 |
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