iShares S&P SmallCap 600 Index shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17k | 147 | 116.96 |
| 2024-06-30 | $16k | 147 | 106.66 |
| 2024-03-31 | $16k | 147 | 110.52 |
| 2023-12-31 | $12k | 109 | 108.25 |
| 2023-09-30 | $10k | 109 | 94.33 |
| 2023-06-30 | $11k | 109 | 99.65 |
| 2023-03-31 | $11k | 109 | 96.70 |
| 2022-12-31 | $10k | 109 | 94.64 |
| 2022-09-30 | $10k | 109 | 91.74 |
| 2022-06-30 | $10k | 109 | 91.74 |
| 2022-03-31 | $12k | 109 | 110.09 |
| 2021-12-31 | $12k | 109 | 110.09 |
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