iShares S&P SmallCap 600 Value Idx shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 Wealth Management investment in iShares S&P SmallCap 600 Value Idx
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Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $377k | 3.7k | 102.76 |
| 2023-12-31 | $406k | 3.9k | 103.07 |
| 2023-09-30 | $352k | 3.9k | 89.22 |
| 2023-06-30 | $375k | 3.9k | 95.09 |
| 2023-03-31 | $374k | 4.0k | 93.59 |
| 2022-12-31 | $373k | 4.1k | 91.31 |
| 2022-09-30 | $348k | 4.2k | 82.56 |
| 2022-06-30 | $392k | 4.4k | 88.95 |
| 2022-03-31 | $451k | 4.4k | 102.43 |
| 2021-12-31 | $448k | 4.3k | 104.53 |
| 2021-09-30 | $343k | 3.4k | 100.65 |
| 2021-06-30 | $359k | 3.4k | 105.34 |
| 2021-03-31 | $323k | 3.2k | 100.69 |
| 2020-12-31 | $261k | 3.2k | 81.36 |
| 2020-09-30 | $282k | 4.4k | 63.39 |
| 2020-06-30 | $267k | 2.2k | 120.16 |
| 2020-03-31 | $242k | 2.2k | 109.06 |
| 2019-12-31 | $356k | 2.2k | 160.65 |
| 2019-09-30 | $272k | 1.8k | 150.11 |
| 2019-06-30 | $269k | 1.8k | 148.70 |
| 2019-03-31 | $267k | 1.8k | 147.76 |
| 2018-12-31 | $238k | 1.8k | 131.86 |
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