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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
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 Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Ishares Tr Msci Intl Qualty (IQLT)
Pimco Etf Tr Multisector Bd (PYLD)
Ea Series Trust Freedom 100 Em (FRDM)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Victory Portfolios Ii Core Intrmediate (UBND)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Etfis Ser Tr I Virtus Newfleet (NFLT)

View all positions for Retirement Planning Group

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index