iShares S&P SmallCap 600 Index shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $299k | 2.5k | 118.82 |
| 2025-06-30 | $278k | 2.5k | 109.31 |
| 2025-03-31 | $218k | 2.1k | 104.58 |
| 2024-12-31 | $240k | 2.1k | 115.21 |
| 2024-09-30 | $243k | 2.1k | 116.94 |
| 2024-06-30 | $216k | 2.0k | 106.66 |
| 2024-03-31 | $229k | 2.1k | 110.54 |
| 2023-12-31 | $224k | 2.1k | 108.24 |
| 2023-06-30 | $206k | 2.1k | 99.63 |
| 2022-06-30 | $188k | 2.0k | 92.39 |
| 2022-03-31 | $2.9M | 26k | 109.02 |
| 2021-12-31 | $2.9M | 25k | 114.50 |
| 2021-09-30 | $2.6M | 24k | 109.21 |
| 2021-06-30 | $2.7M | 24k | 112.99 |
| 2021-03-31 | $2.2M | 20k | 108.54 |
| 2020-12-31 | $1.9M | 20k | 91.91 |
| 2020-09-30 | $1.4M | 20k | 70.25 |
| 2020-06-30 | $1.3M | 19k | 68.27 |
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