iShares S&P SmallCap 600 Index shares owned by Donaldson Capital Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Donaldson Capital Management
from 13F filings
Historical chart of Donaldson Capital Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Donaldson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $372k | 3.4k | 110.53 |
| 2023-12-31 | $347k | 3.2k | 108.24 |
| 2023-09-30 | $373k | 4.0k | 94.33 |
| 2023-06-30 | $512k | 5.1k | 99.64 |
| 2023-03-31 | $545k | 5.6k | 96.70 |
| 2022-12-31 | $540k | 5.7k | 94.64 |
| 2022-09-30 | $541k | 6.2k | 87.16 |
| 2022-06-30 | $586k | 6.3k | 92.36 |
| 2022-03-31 | $749k | 6.9k | 107.91 |
| 2021-12-31 | $820k | 7.2k | 114.51 |
| 2021-09-30 | $786k | 7.2k | 109.18 |
| 2021-06-30 | $852k | 7.5k | 113.00 |
| 2021-03-31 | $678k | 6.2k | 108.53 |
| 2020-12-31 | $594k | 6.5k | 91.95 |
| 2020-09-30 | $441k | 6.3k | 70.29 |
| 2020-06-30 | $461k | 6.8k | 68.25 |
| 2020-03-31 | $430k | 7.7k | 56.17 |
| 2019-12-31 | $776k | 9.3k | 83.83 |
| 2019-09-30 | $774k | 9.9k | 77.86 |
| 2019-06-30 | $778k | 9.9k | 78.31 |
| 2019-03-31 | $1.0M | 13k | 77.18 |
| 2018-12-31 | $987k | 14k | 69.29 |
| 2018-09-30 | $1.2M | 13k | 87.22 |
| 2018-06-30 | $1.1M | 14k | 83.43 |
| 2018-03-31 | $965k | 13k | 77.04 |
| 2017-12-31 | $1.0M | 13k | 76.79 |
| 2017-09-30 | $1.0M | 14k | 74.19 |
| 2017-06-30 | $962k | 14k | 70.09 |
| 2017-03-31 | $896k | 13k | 69.19 |
| 2016-12-31 | $856k | 6.2k | 137.44 |
| 2016-09-30 | $807k | 6.5k | 124.19 |
| 2016-06-30 | $824k | 7.1k | 116.17 |
| 2016-03-31 | $880k | 7.8k | 112.50 |
| 2015-12-31 | $826k | 7.5k | 110.10 |
| 2015-09-30 | $798k | 7.5k | 106.56 |
| 2015-06-30 | $928k | 7.9k | 117.83 |
| 2015-03-31 | $835k | 7.1k | 118.04 |
| 2014-12-31 | $812k | 7.1k | 114.13 |
| 2014-09-30 | $699k | 6.7k | 104.33 |
| 2014-06-30 | $742k | 6.6k | 112.17 |
| 2014-03-31 | $687k | 6.2k | 110.15 |
| 2013-12-31 | $633k | 5.8k | 109.16 |
| 2013-09-30 | $457k | 4.6k | 99.83 |
| 2013-06-30 | $269k | 3.0k | 90.18 |
| 2013-03-31 | $256k | 2.9k | 87.13 |
| 2012-12-31 | $230k | 3.0k | 77.94 |
| 2012-09-30 | $223k | 2.9k | 77.08 |
| 2012-06-30 | $212k | 2.9k | 73.28 |
| 2012-03-31 | $292k | 3.8k | 76.32 |
| 2011-12-31 | $260k | 3.8k | 68.40 |
| 2011-09-30 | $244k | 4.2k | 58.44 |
| 2011-06-30 | $284k | 3.9k | 73.33 |
| 2011-03-31 | $294k | 4.0k | 73.56 |
| 2010-12-31 | $272k | 4.0k | 68.48 |
| 2010-09-30 | $216k | 3.7k | 59.03 |
| 2010-03-31 | $215k | 3.6k | 59.34 |
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