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iShares S&P SmallCap 600 Index shares owned by Partners in Financial Planning

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

Historical chart of Partners in Financial Planning 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 Partners in Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Partners in Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $273k 2.3k 118.81
2025-06-30 $251k 2.3k 109.30
2025-03-31 $297k 2.8k 104.56
2024-09-30 $357k 3.0k 116.96
2024-06-30 $325k 3.0k 106.67
2024-03-31 $337k 3.0k 110.52
2023-12-31 $241k 2.2k 108.24
2023-09-30 $210k 2.2k 94.33
2023-06-30 $228k 2.3k 99.65
2023-03-31 $221k 2.3k 96.69
2022-12-31 $216k 2.3k 94.52
2022-09-30 $228k 2.3k 99.81
2022-06-30 $224k 2.3k 98.01
2022-03-31 $259k 2.5k 103.23
2021-12-31 $267k 2.5k 106.40
2021-09-30 $271k 2.5k 109.19
2021-06-30 $285k 2.5k 112.99