iShares S&P SmallCap 600 Index shares owned by Plum Street Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Plum Street Advisors
from 13F filings
Historical chart of Plum Street Advisors 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 Plum Street Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P SmallCap 600 Index by Plum Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $476k | 4.0k | 118.82 |
| 2025-06-30 | $437k | 4.0k | 109.29 |
| 2025-03-31 | $420k | 4.0k | 104.57 |
| 2024-12-31 | $462k | 4.0k | 115.22 |
| 2024-09-30 | $486k | 4.2k | 116.96 |
| 2024-06-30 | $432k | 4.0k | 106.66 |
| 2024-03-31 | $486k | 4.2k | 116.96 |
| 2023-12-31 | $367k | 3.4k | 108.25 |
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