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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

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Quarterly 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