iShares S&P SmallCap 600 Index shares owned by Successful Portfolios
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Successful Portfolios
from 13F filings
Historical chart of Successful Portfolios 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 Successful Portfolios consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P SmallCap 600 Index by Successful Portfolios
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $259k | 2.2k | 118.83 |
| 2023-03-31 | $229k | 2.4k | 96.70 |
| 2022-12-31 | $253k | 2.7k | 94.72 |
| 2022-09-30 | $282k | 3.2k | 87.20 |
| 2022-06-30 | $309k | 3.3k | 92.35 |
| 2022-03-31 | $448k | 4.2k | 107.80 |
| 2021-12-31 | $540k | 4.7k | 114.50 |
| 2021-09-30 | $507k | 4.6k | 109.20 |
| 2021-06-30 | $536k | 4.7k | 113.06 |
| 2021-03-31 | $478k | 4.4k | 108.64 |
| 2020-12-31 | $294k | 3.2k | 91.76 |
| 2020-09-30 | $407k | 5.8k | 70.16 |
More positions owned by Successful Portfolios
Home Depot (HD)
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