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iShares S&P SmallCap 600 Index shares owned by LifeSteps Financial

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by LifeSteps Financial from 13F filings

Historical chart of LifeSteps Financial 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 LifeSteps Financial 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 LifeSteps Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $563k 5.1k 110.52
2023-12-31 $557k 5.1k 108.25
2023-09-30 $552k 5.9k 94.33
2023-06-30 $616k 6.2k 99.65
2023-03-31 $605k 6.3k 96.70
2022-12-31 $682k 7.2k 94.64
2022-09-30 $935k 11k 87.15
2022-06-30 $1.5M 16k 92.40
2022-03-31 $2.0M 19k 107.88
2021-12-31 $1.9M 16k 114.50
2021-09-30 $1.5M 14k 109.20
2021-06-30 $1.3M 12k 112.95
2021-03-31 $924k 8.5k 108.51
2020-12-31 $275k 3.0k 91.76