iShares S&P SmallCap 600 Index shares owned by Roundview Capital
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital 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 Roundview Capital consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P SmallCap 600 Index by Roundview Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 9.7k | 118.83 |
| 2025-06-30 | $1.0M | 9.4k | 109.29 |
| 2025-03-31 | $924k | 8.8k | 104.57 |
| 2024-12-31 | $1.0M | 9.0k | 115.22 |
| 2024-09-30 | $541k | 4.6k | 116.96 |
| 2024-06-30 | $431k | 4.0k | 106.67 |
| 2024-03-31 | $450k | 4.1k | 110.53 |
| 2023-12-31 | $362k | 3.3k | 108.25 |
| 2023-09-30 | $283k | 3.0k | 94.33 |
| 2023-06-30 | $287k | 2.9k | 99.65 |
| 2023-03-31 | $269k | 2.8k | 96.70 |
| 2022-12-31 | $260k | 2.7k | 94.64 |
| 2022-09-30 | $215k | 2.5k | 87.36 |
| 2022-06-30 | $226k | 2.4k | 92.55 |
| 2022-03-31 | $384k | 3.6k | 107.93 |
| 2021-12-31 | $209k | 1.8k | 114.58 |
| 2021-06-30 | $206k | 1.8k | 112.94 |
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