iShares S&P SmallCap 600 Index shares owned by LifeSteps Financial
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by LifeSteps Financial
from 13F filings
Historical chart of LifeSteps Financial investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by LifeSteps Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $525k | 4.5k | 116.96 |
| 2024-06-30 | $544k | 5.1k | 106.66 |
| 2024-03-31 | $563k | 5.1k | 110.52 |
| 2023-12-31 | $557k | 5.1k | 108.25 |
| 2023-09-30 | $552k | 5.9k | 94.33 |
| 2023-06-30 | $616k | 6.2k | 99.65 |
| 2023-03-31 | $605k | 6.3k | 96.70 |
| 2022-12-31 | $682k | 7.2k | 94.64 |
| 2022-09-30 | $935k | 11k | 87.15 |
| 2022-06-30 | $1.5M | 16k | 92.40 |
| 2022-03-31 | $2.0M | 19k | 107.88 |
| 2021-12-31 | $1.9M | 16k | 114.50 |
| 2021-09-30 | $1.5M | 14k | 109.20 |
| 2021-06-30 | $1.3M | 12k | 112.95 |
| 2021-03-31 | $924k | 8.5k | 108.51 |
| 2020-12-31 | $275k | 3.0k | 91.76 |
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