iShares S&P SmallCap 600 Index shares owned by White Lighthouse Investment Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by White Lighthouse Investment Management
from 13F filings
Historical chart of White Lighthouse Investment Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by White Lighthouse Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $799k | 6.7k | 118.83 |
| 2025-06-30 | $786k | 7.2k | 109.29 |
| 2025-03-31 | $750k | 6.4k | 117.87 |
| 2024-12-31 | $754k | 6.5k | 115.22 |
| 2024-09-30 | $794k | 6.8k | 116.96 |
| 2024-06-30 | $716k | 6.7k | 106.66 |
| 2024-03-31 | $745k | 6.7k | 110.52 |
| 2023-12-31 | $698k | 6.5k | 108.25 |
| 2023-09-30 | $635k | 6.7k | 94.33 |
| 2023-06-30 | $677k | 6.8k | 99.65 |
| 2023-03-31 | $643k | 6.7k | 96.70 |
| 2022-12-31 | $679k | 7.2k | 94.64 |
| 2022-09-30 | $567k | 6.5k | 87.12 |
| 2022-06-30 | $648k | 7.0k | 92.40 |
| 2022-03-31 | $757k | 7.0k | 107.94 |
| 2021-12-31 | $719k | 6.3k | 114.53 |
| 2021-09-30 | $680k | 6.2k | 109.22 |
| 2021-06-30 | $695k | 6.1k | 113.04 |
| 2021-03-31 | $675k | 6.2k | 108.59 |
| 2020-12-31 | $692k | 7.5k | 91.87 |
| 2020-09-30 | $562k | 8.0k | 70.25 |
| 2020-06-30 | $533k | 7.8k | 68.25 |
| 2020-03-31 | $302k | 5.4k | 56.10 |
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