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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

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Quarterly 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