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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

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Quarterly 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