iShares S&P SmallCap 600 Index shares owned by Planning Alternatives
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Planning Alternatives
from 13F filings
Historical chart of Planning Alternatives investment in iShares S&P SmallCap 600 Index
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All positions including iShares S&P SmallCap 600 Index held by Planning Alternatives consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $33M | 300k | 110.52 |
2023-12-31 | $33M | 301k | 108.25 |
2023-09-30 | $28M | 298k | 94.33 |
2023-06-30 | $30M | 300k | 99.65 |
2023-03-31 | $29M | 298k | 96.70 |
2022-12-31 | $28M | 297k | 94.64 |
2022-09-30 | $27M | 304k | 87.19 |
2022-06-30 | $28M | 302k | 92.41 |
2022-03-31 | $51M | 469k | 107.88 |
2021-12-31 | $45M | 395k | 114.51 |
2021-09-30 | $43M | 392k | 109.19 |
2021-06-30 | $42M | 372k | 112.98 |
2021-03-31 | $36M | 329k | 108.53 |
2020-12-31 | $25M | 269k | 91.90 |
2020-09-30 | $17M | 247k | 70.23 |
2020-06-30 | $9.3M | 137k | 68.29 |
2020-03-31 | $7.1M | 127k | 56.11 |
2019-12-31 | $11M | 125k | 83.85 |
2019-09-30 | $9.6M | 124k | 77.84 |
2019-06-30 | $10M | 129k | 78.28 |
2019-03-31 | $11M | 137k | 77.15 |
2018-12-31 | $11M | 162k | 69.32 |
2018-09-30 | $15M | 169k | 87.24 |
2018-06-30 | $14M | 172k | 83.46 |
2018-03-31 | $14M | 185k | 77.01 |
2017-12-31 | $20M | 265k | 76.81 |
2017-09-30 | $21M | 277k | 74.22 |
2017-06-30 | $20M | 280k | 70.11 |
2017-03-31 | $19M | 279k | 69.16 |
2016-12-31 | $19M | 138k | 137.52 |
2016-09-30 | $17M | 140k | 124.15 |
2016-06-30 | $17M | 144k | 116.21 |
2016-03-31 | $16M | 142k | 112.57 |
2015-12-31 | $6.6M | 60k | 110.11 |
2015-09-30 | $5.5M | 51k | 106.57 |
2015-06-30 | $6.6M | 56k | 117.87 |
2015-03-31 | $6.1M | 52k | 118.03 |
2014-12-31 | $5.2M | 45k | 114.07 |
2014-09-30 | $2.6M | 25k | 104.30 |
2014-06-30 | $2.4M | 22k | 112.11 |
2014-03-31 | $956k | 8.7k | 110.13 |
2013-12-31 | $439k | 4.0k | 109.10 |
2013-09-30 | $611k | 6.1k | 99.72 |
2013-06-30 | $2.8M | 31k | 90.32 |
2013-03-31 | $2.7M | 31k | 87.06 |
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