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iShares S&P SmallCap 600 Index shares owned by Ruggaard & Associates

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Ruggaard & Associates from 13F filings

Historical chart of Ruggaard & Associates 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 Ruggaard & Associates 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 Ruggaard & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $267k 2.2k 118.83
2025-06-30 $246k 2.2k 109.29
2025-03-31 $488k 4.7k 104.57
2024-12-31 $539k 4.7k 115.22
2024-09-30 $566k 4.8k 116.96
2024-06-30 $559k 5.2k 106.66
2024-03-31 $606k 5.5k 110.52
2023-12-31 $594k 5.5k 108.25
2023-09-30 $541k 5.7k 94.33