iShares S&P SmallCap 600 Index shares owned by Laurel Wealth Planning
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Laurel Wealth Planning
from 13F filings
Historical chart of Laurel Wealth Planning investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Laurel Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 13k | 116.94 |
| 2024-06-30 | $1.5M | 14k | 106.65 |
| 2024-03-31 | $3.0M | 27k | 110.50 |
| 2023-12-31 | $3.0M | 28k | 108.26 |
| 2023-09-30 | $2.7M | 29k | 94.33 |
| 2023-06-30 | $2.8M | 28k | 99.64 |
| 2023-03-31 | $2.8M | 29k | 96.69 |
| 2022-12-31 | $3.0M | 31k | 94.64 |
| 2022-09-30 | $2.8M | 32k | 87.18 |
| 2022-06-30 | $3.2M | 35k | 92.41 |
| 2022-03-31 | $3.5M | 33k | 107.87 |
| 2021-12-31 | $3.5M | 31k | 114.53 |
| 2021-09-30 | $4.1M | 37k | 109.19 |
| 2021-06-30 | $4.3M | 38k | 112.98 |
| 2021-03-31 | $4.6M | 43k | 108.52 |
| 2020-12-31 | $3.9M | 43k | 91.90 |
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