iShares S&P SmallCap 600 Index shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.3M | 22k | 108.25 |
| 2023-09-30 | $1.9M | 20k | 94.33 |
| 2023-06-30 | $2.0M | 20k | 99.65 |
| 2023-03-31 | $1.8M | 19k | 96.70 |
| 2022-12-31 | $1.9M | 20k | 94.64 |
| 2022-09-30 | $6.4M | 73k | 87.20 |
| 2022-06-30 | $6.3M | 69k | 92.41 |
| 2022-03-31 | $11M | 97k | 107.88 |
| 2021-12-31 | $2.0M | 17k | 114.57 |
| 2021-09-30 | $1.9M | 18k | 109.17 |
| 2021-06-30 | $1.9M | 17k | 112.96 |
| 2021-03-31 | $1.8M | 17k | 108.64 |
| 2020-12-31 | $1.7M | 18k | 91.88 |
| 2020-09-30 | $1.3M | 18k | 70.22 |
| 2020-06-30 | $2.9M | 42k | 68.32 |
| 2020-03-31 | $2.8M | 49k | 56.08 |
| 2019-12-31 | $1.6M | 19k | 83.85 |
| 2019-09-30 | $1.5M | 19k | 77.81 |
| 2019-06-30 | $1.5M | 19k | 78.25 |
| 2019-03-31 | $1.5M | 19k | 77.15 |
| 2018-12-31 | $1.4M | 20k | 69.32 |
| 2018-09-30 | $1.2M | 14k | 87.22 |
| 2018-06-30 | $1.2M | 14k | 83.48 |
| 2018-03-31 | $1.2M | 15k | 77.03 |
| 2017-12-31 | $2.1M | 27k | 76.80 |
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