iShares S&P SmallCap 600 Index shares owned by WR Wealth Planners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in iShares S&P SmallCap 600 Index
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All positions including iShares S&P SmallCap 600 Index held by WR Wealth Planners 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 WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $460k | 3.9k | 116.96 |
| 2024-06-30 | $431k | 4.0k | 106.66 |
| 2024-03-31 | $473k | 4.3k | 110.52 |
| 2023-12-31 | $515k | 4.8k | 108.25 |
| 2023-09-30 | $571k | 6.1k | 94.33 |
| 2023-06-30 | $604k | 6.1k | 99.65 |
| 2023-03-31 | $354k | 3.7k | 96.71 |
| 2022-12-31 | $402k | 4.3k | 94.64 |
| 2022-09-30 | $378k | 4.3k | 87.19 |
| 2022-06-30 | $399k | 4.3k | 92.41 |
| 2022-03-31 | $563k | 5.2k | 107.88 |
Top funds holding iShares S&P SmallCap 600 Index
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