iShares S&P SmallCap 600 Index shares owned by Planning Directions
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Planning Directions
from 13F filings
Historical chart of Planning Directions investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Planning Directions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $253k | 2.3k | 108.23 |
| 2023-09-30 | $235k | 2.5k | 94.30 |
| 2023-06-30 | $260k | 2.6k | 99.85 |
| 2023-03-31 | $251k | 2.6k | 96.65 |
| 2022-12-31 | $245k | 2.6k | 94.63 |
| 2022-09-30 | $225k | 2.6k | 87.21 |
| 2022-06-30 | $343k | 3.7k | 92.35 |
| 2022-03-31 | $507k | 4.7k | 107.92 |
| 2021-12-31 | $682k | 6.0k | 114.54 |
| 2021-09-30 | $595k | 5.5k | 109.13 |
| 2021-06-30 | $597k | 5.3k | 113.03 |
| 2021-03-31 | $701k | 6.5k | 108.60 |
| 2020-12-31 | $700k | 7.6k | 91.86 |
| 2020-09-30 | $563k | 8.0k | 70.22 |
| 2020-06-30 | $618k | 9.1k | 68.25 |
| 2019-12-31 | $785k | 9.4k | 83.87 |
| 2019-09-30 | $759k | 9.7k | 77.85 |
| 2019-06-30 | $766k | 9.8k | 78.31 |
| 2019-03-31 | $681k | 8.8k | 77.12 |
| 2018-12-31 | $464k | 6.7k | 69.33 |
| 2018-09-30 | $549k | 6.3k | 87.25 |
| 2018-06-30 | $483k | 5.8k | 83.45 |
| 2018-03-31 | $414k | 5.4k | 76.92 |
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