iShares S&P SmallCap 600 Index shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 122k | 118.83 |
| 2025-06-30 | $13M | 117k | 109.29 |
| 2025-03-31 | $13M | 121k | 104.57 |
| 2024-12-31 | $14M | 119k | 115.22 |
| 2024-09-30 | $14M | 116k | 116.96 |
| 2024-06-30 | $12M | 111k | 106.66 |
| 2024-03-31 | $13M | 114k | 110.52 |
| 2023-12-31 | $13M | 118k | 108.25 |
| 2023-09-30 | $10M | 107k | 94.33 |
| 2023-06-30 | $11M | 106k | 99.65 |
| 2023-03-31 | $9.8M | 102k | 96.70 |
| 2022-12-31 | $9.5M | 101k | 94.64 |
| 2022-09-30 | $7.6M | 87k | 87.19 |
| 2022-06-30 | $8.2M | 89k | 92.41 |
| 2022-03-31 | $9.0M | 83k | 107.88 |
| 2021-12-31 | $8.9M | 78k | 114.51 |
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