iShares S&P SmallCap 600 Index shares owned by Willow Creek Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Willow Creek Wealth Management
from 13F filings
Historical chart of Willow Creek Wealth Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Willow Creek Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $611k | 5.1k | 118.83 |
| 2025-06-30 | $562k | 5.1k | 109.29 |
| 2025-03-31 | $607k | 5.8k | 104.57 |
| 2024-12-31 | $694k | 6.0k | 115.22 |
| 2024-09-30 | $705k | 6.0k | 116.96 |
| 2024-06-30 | $643k | 6.0k | 106.66 |
| 2024-03-31 | $593k | 5.4k | 110.52 |
| 2023-12-31 | $581k | 5.4k | 108.25 |
| 2023-09-30 | $506k | 5.4k | 94.33 |
| 2023-06-30 | $535k | 5.4k | 99.65 |
| 2023-03-31 | $519k | 5.4k | 96.70 |
| 2022-12-31 | $531k | 5.6k | 94.72 |
| 2022-09-30 | $465k | 5.3k | 87.18 |
| 2022-06-30 | $493k | 5.3k | 92.43 |
| 2022-03-31 | $575k | 5.3k | 107.80 |
| 2021-12-31 | $633k | 5.5k | 114.47 |
| 2021-09-30 | $604k | 5.5k | 109.22 |
| 2021-06-30 | $625k | 5.5k | 113.02 |
| 2021-03-31 | $629k | 5.8k | 108.45 |
| 2020-12-31 | $691k | 7.5k | 91.86 |
| 2020-09-30 | $516k | 7.3k | 70.28 |
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