Lockerman Financial Group »

iShares S&P SmallCap 600 Index shares owned by Lockerman Financial Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Lockerman Financial Group from 13F filings

Historical chart of Lockerman 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 Lockerman Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Lockerman Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 20k 116.96
2024-06-30 $2.1M 20k 106.66
2024-03-31 $1.6M 14k 110.52
2023-12-31 $1.6M 14k 108.25
2023-09-30 $1.4M 14k 94.33
2023-06-30 $1.4M 14k 99.65
2023-03-31 $1.3M 14k 96.70
2022-12-31 $1.4M 14k 94.64
2022-09-30 $349k 4.0k 87.25
2022-06-30 $382k 4.1k 92.49
2022-03-31 $497k 4.6k 108.02
2021-12-31 $593k 5.2k 114.57