iShares S&P SmallCap 600 Index shares owned by Lutz Financial Services
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in iShares S&P SmallCap 600 Index
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All positions including iShares S&P SmallCap 600 Index held by Lutz Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Lutz Financial Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $22M | 190k | 116.96 |
2024-06-30 | $20M | 187k | 106.66 |
2024-03-31 | $21M | 187k | 110.52 |
2023-12-31 | $20M | 186k | 108.25 |
2023-09-30 | $16M | 173k | 94.33 |
2023-06-30 | $17M | 171k | 99.65 |
2023-03-31 | $16M | 167k | 96.70 |
2022-12-31 | $16M | 171k | 94.64 |
2022-09-30 | $15M | 170k | 87.19 |
2022-06-30 | $14M | 156k | 92.41 |
2022-03-31 | $18M | 164k | 107.88 |
2021-12-31 | $17M | 151k | 114.51 |
2021-09-30 | $16M | 151k | 109.19 |
2021-06-30 | $17M | 151k | 112.98 |
2021-03-31 | $16M | 151k | 108.53 |
2020-12-31 | $14M | 148k | 91.90 |
2020-09-30 | $10M | 145k | 70.23 |
2020-06-30 | $10M | 149k | 68.29 |
2020-03-31 | $6.6M | 117k | 56.11 |
2019-12-31 | $13M | 159k | 83.85 |
2019-09-30 | $12M | 151k | 77.84 |
2019-06-30 | $13M | 165k | 78.28 |
2019-03-31 | $12M | 151k | 77.15 |
2018-12-31 | $7.7M | 111k | 69.32 |
2018-09-30 | $7.6M | 87k | 87.24 |
2018-06-30 | $5.1M | 62k | 83.45 |
2018-03-31 | $4.0M | 51k | 77.01 |
2017-12-31 | $3.5M | 46k | 76.80 |
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