iShares S&P SmallCap 600 Index shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31M | 257k | 118.83 |
| 2025-06-30 | $26M | 241k | 109.29 |
| 2025-03-31 | $22M | 212k | 104.57 |
| 2024-12-31 | $23M | 198k | 115.22 |
| 2024-09-30 | $22M | 192k | 116.96 |
| 2024-06-30 | $21M | 199k | 106.66 |
| 2024-03-31 | $22M | 201k | 110.52 |
| 2023-09-30 | $19M | 202k | 94.33 |
| 2023-06-30 | $20M | 202k | 99.65 |
| 2023-03-31 | $20M | 203k | 96.70 |
| 2022-12-31 | $20M | 207k | 94.64 |
| 2022-09-30 | $18M | 207k | 87.19 |
| 2022-06-30 | $19M | 204k | 92.41 |
| 2022-03-31 | $22M | 201k | 107.88 |
| 2021-12-31 | $23M | 203k | 114.51 |
| 2021-09-30 | $22M | 205k | 109.19 |
| 2021-06-30 | $23M | 203k | 112.98 |
| 2021-03-31 | $17M | 161k | 108.39 |
| 2020-12-31 | $16M | 175k | 91.90 |
| 2020-09-30 | $13M | 179k | 70.23 |
| 2020-06-30 | $12M | 182k | 68.29 |
| 2020-03-31 | $9.4M | 168k | 56.11 |
| 2019-12-31 | $14M | 163k | 83.85 |
| 2019-09-30 | $13M | 165k | 77.84 |
| 2019-06-30 | $13M | 164k | 78.28 |
| 2019-03-31 | $12M | 160k | 77.15 |
| 2018-12-31 | $11M | 164k | 69.32 |
| 2018-09-30 | $14M | 160k | 87.24 |
| 2018-06-30 | $14M | 164k | 83.46 |
| 2018-03-31 | $13M | 170k | 77.01 |
| 2017-12-31 | $13M | 173k | 76.81 |
| 2017-09-30 | $13M | 180k | 74.22 |
| 2017-06-30 | $13M | 180k | 70.11 |
| 2017-03-31 | $13M | 181k | 69.16 |
| 2016-12-31 | $13M | 93k | 137.52 |
| 2016-09-30 | $12M | 97k | 124.15 |
| 2016-06-30 | $12M | 100k | 116.21 |
| 2016-03-31 | $12M | 102k | 112.56 |
| 2015-12-31 | $11M | 99k | 110.11 |
| 2015-09-30 | $11M | 99k | 106.58 |
| 2015-06-30 | $12M | 101k | 117.88 |
| 2015-03-31 | $12M | 102k | 118.03 |
| 2014-12-31 | $12M | 103k | 114.06 |
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