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iShares S&P SmallCap 600 Index shares owned by Planning Capital Management Corp

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Planning Capital Management Corp from 13F filings

Historical chart of Planning Capital Management Corp 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 Planning Capital Management Corp 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 Planning Capital Management Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $523k 4.5k 116.97
2024-06-30 $546k 5.1k 106.65
2024-03-31 $580k 5.2k 110.52
2023-12-31 $407k 3.8k 108.25

More positions owned by Planning Capital Management Corp

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
McDonald's Corporation (MCD)
Procter & Gamble Company (PG)
Coca-Cola Company (KO)
Verizon Communications (VZ)
Southern Company (SO)
Air Products & Chemicals (APD)
Kellogg Company (K)
Merck & Co (MRK)
Kimberly-Clark Corporation (KMB)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Planning Capital Management Corp

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index