iShares S&P SmallCap 600 Index shares owned by Peak Planning Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Peak Planning Group
from 13F filings
Historical chart of Peak Planning Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Peak Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.1M | 8.6k | 124.32 |
| 2025-09-30 | $609k | 5.1k | 118.83 |
| 2024-12-31 | $1.3M | 11k | 115.22 |
| 2024-06-30 | $1.3M | 12k | 106.66 |
| 2024-03-31 | $269k | 2.4k | 110.50 |
| 2023-12-31 | $219k | 2.0k | 108.27 |
| 2023-09-30 | $206k | 2.2k | 94.35 |
| 2023-06-30 | $221k | 2.2k | 99.67 |
| 2022-06-30 | $2.1M | 23k | 92.41 |
| 2021-12-31 | $2.9M | 26k | 114.51 |
| 2021-09-30 | $2.6M | 23k | 109.19 |
| 2020-12-31 | $1.1M | 12k | 91.90 |
Top funds holding iShares S&P SmallCap 600 Index
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