iShares S&P SmallCap 600 Index shares owned by Plante Moran Financial Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Plante Moran Financial Advisors
from 13F filings
Historical chart of Plante Moran Financial Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Plante Moran Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 8.6k | 118.78 |
| 2025-06-30 | $927k | 8.5k | 109.29 |
| 2025-03-31 | $757k | 7.2k | 104.56 |
| 2024-12-31 | $805k | 7.0k | 115.23 |
| 2024-09-30 | $845k | 7.2k | 116.96 |
| 2024-06-30 | $920k | 8.6k | 106.66 |
| 2024-03-31 | $812k | 7.3k | 110.52 |
| 2023-12-31 | $800k | 7.4k | 108.25 |
| 2023-09-30 | $495k | 5.2k | 94.33 |
| 2023-06-30 | $522k | 5.2k | 99.65 |
| 2023-03-31 | $506k | 5.2k | 96.70 |
| 2022-12-31 | $491k | 5.2k | 94.64 |
| 2022-09-30 | $484k | 5.6k | 87.16 |
| 2022-06-30 | $447k | 4.8k | 92.41 |
| 2022-03-31 | $522k | 4.8k | 107.92 |
| 2021-12-31 | $974k | 8.5k | 114.55 |
| 2021-09-30 | $932k | 8.5k | 109.20 |
| 2021-06-30 | $860k | 7.6k | 112.95 |
| 2021-03-31 | $732k | 6.7k | 108.52 |
| 2020-12-31 | $609k | 6.6k | 91.86 |
| 2020-09-30 | $389k | 5.5k | 70.19 |
| 2020-06-30 | $426k | 6.2k | 68.26 |
| 2020-03-31 | $406k | 7.2k | 56.12 |
| 2019-12-31 | $670k | 8.0k | 83.81 |
| 2019-09-30 | $1.2M | 15k | 77.83 |
| 2019-06-30 | $910k | 12k | 78.30 |
| 2019-03-31 | $890k | 12k | 77.16 |
| 2018-12-31 | $821k | 12k | 69.29 |
| 2018-09-30 | $990k | 11k | 87.24 |
| 2018-06-30 | $947k | 11k | 83.45 |
| 2018-03-31 | $875k | 11k | 77.01 |
| 2017-12-31 | $881k | 12k | 76.85 |
| 2017-09-30 | $733k | 9.9k | 74.21 |
| 2017-06-30 | $326k | 4.6k | 70.14 |
| 2017-03-31 | $321k | 4.6k | 69.06 |
| 2016-12-31 | $324k | 2.4k | 137.35 |
| 2016-09-30 | $289k | 2.3k | 124.35 |
| 2016-06-30 | $270k | 2.3k | 116.18 |
| 2016-03-31 | $262k | 2.3k | 112.74 |
| 2015-12-31 | $258k | 2.3k | 110.26 |
| 2015-09-30 | $222k | 2.1k | 106.73 |
| 2015-06-30 | $245k | 2.1k | 117.79 |
| 2015-03-31 | $246k | 2.1k | 118.27 |
| 2014-12-31 | $80k | 700 | 114.29 |
| 2014-09-30 | $73k | 700 | 104.29 |
| 2014-06-30 | $78k | 700 | 111.43 |
| 2014-03-31 | $77k | 700 | 110.00 |
| 2013-12-31 | $109k | 1.0k | 108.78 |
| 2013-09-30 | $70k | 700 | 100.00 |
| 2013-06-30 | $63k | 700 | 90.00 |
| 2012-03-31 | $53k | 700 | 75.71 |
| 2011-12-31 | $164k | 2.4k | 68.33 |
| 2011-09-30 | $140k | 2.4k | 58.33 |
| 2011-06-30 | $176k | 2.4k | 73.33 |
| 2011-03-31 | $199k | 2.7k | 73.70 |
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