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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Index held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Summit Financial Strategies
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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