iShares S&P SmallCap 600 Index shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $263k | 2.2k | 119.77 |
| 2025-06-30 | $245k | 2.2k | 112.02 |
| 2024-12-31 | $229k | 2.0k | 113.08 |
| 2024-09-30 | $241k | 2.0k | 118.72 |
| 2024-06-30 | $215k | 2.0k | 106.67 |
| 2024-03-31 | $201k | 2.0k | 102.98 |
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