iShares S&P SmallCap 600 Index shares owned by Lantz Financial
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Lantz Financial
from 13F filings
Historical chart of Lantz Financial investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Lantz Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $454k | 3.9k | 115.23 |
| 2024-09-30 | $462k | 4.0k | 116.97 |
| 2024-06-30 | $429k | 4.0k | 106.66 |
| 2024-03-31 | $443k | 4.0k | 110.53 |
| 2023-12-31 | $455k | 4.2k | 108.25 |
| 2023-06-30 | $201k | 2.0k | 99.65 |
| 2023-03-31 | $214k | 2.2k | 96.70 |
| 2022-12-31 | $744k | 7.9k | 94.64 |
| 2022-09-30 | $654k | 7.5k | 87.19 |
| 2022-06-30 | $380k | 4.1k | 92.41 |
| 2022-03-31 | $1.3M | 12k | 107.91 |
| 2021-12-31 | $1.5M | 13k | 114.54 |
| 2021-09-30 | $1.2M | 11k | 109.19 |
| 2021-06-30 | $992k | 8.8k | 113.02 |
| 2021-03-31 | $345k | 3.2k | 108.63 |
| 2019-12-31 | $3.7M | 44k | 83.85 |
| 2019-09-30 | $3.2M | 42k | 75.55 |
| 2019-06-30 | $3.3M | 43k | 77.98 |
| 2019-03-31 | $3.3M | 43k | 77.14 |
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