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iShares S&P SmallCap 600 Index shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning Group 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 Retirement Planning Group 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 Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 36k 118.83
2025-06-30 $3.0M 28k 109.29
2025-03-31 $3.1M 30k 104.57
2024-12-31 $4.2M 37k 115.22
2024-09-30 $5.7M 49k 116.96
2024-06-30 $1.0M 9.7k 106.66
2024-03-31 $1.1M 9.7k 110.52
2023-12-31 $1.1M 9.8k 108.26
2023-09-30 $935k 9.9k 94.34
2023-06-30 $997k 10k 99.65
2023-03-31 $969k 10k 96.71
2022-12-31 $943k 10k 94.65
2022-09-30 $946k 11k 87.20
2022-06-30 $1.0M 11k 92.42
2022-03-31 $1.3M 12k 107.87
2021-12-31 $1.4M 12k 114.54
2021-09-30 $1.4M 13k 109.15
2021-06-30 $1.4M 13k 112.96
2021-03-31 $1.4M 13k 108.53
2020-12-31 $1.4M 15k 91.87
2020-09-30 $1.1M 16k 70.23
2020-06-30 $1.1M 16k 68.27
2020-03-31 $932k 17k 56.10
2019-12-31 $1.5M 18k 83.86
2019-09-30 $1.4M 18k 77.84
2019-06-30 $1.6M 20k 78.30
2019-03-31 $1.6M 21k 77.16
2018-12-31 $1.5M 22k 69.33
2018-09-30 $2.1M 24k 87.26
2018-06-30 $2.1M 25k 83.46
2018-03-31 $2.1M 28k 77.02
2017-12-31 $2.2M 29k 76.82
2017-09-30 $2.4M 32k 74.22
2017-06-30 $2.3M 33k 70.11
2017-03-31 $2.4M 34k 69.15
2016-12-31 $2.7M 20k 137.53
2016-09-30 $2.5M 20k 124.16
2016-06-30 $2.4M 20k 116.23
2016-03-31 $2.3M 20k 112.56
2015-12-31 $2.3M 21k 110.12
2015-09-30 $2.2M 21k 106.56
2015-06-30 $2.6M 22k 117.86
2015-03-31 $2.7M 23k 118.05
2014-12-31 $3.0M 26k 114.07
2014-09-30 $2.8M 27k 104.31
2014-06-30 $3.4M 31k 112.10
2014-03-31 $3.4M 31k 110.15
2013-12-31 $3.4M 32k 109.14
2013-09-30 $5.3M 53k 99.81
2013-06-30 $4.7M 52k 90.31
2012-12-31 $4.1M 53k 78.09
2012-09-30 $3.8M 51k 75.31
2012-06-30 $3.5M 48k 73.26
2012-03-31 $3.3M 43k 76.32
2011-12-31 $15M 220k 68.30
2010-12-31 $16M 227k 70.63

More positions owned by Retirement Planning Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Intrmediate (UBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Fidelity Covington Trust High Divid Etf (FDVV)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning Group

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index