iShares S&P SmallCap 600 Value Idx shares owned by Brandywine Oak Private Wealth
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Brandywine Oak Private Wealth
from 13F filings
Historical chart of Brandywine Oak Private Wealth 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 Brandywine Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $203k | 2.0k | 102.73 |
| 2023-12-31 | $203k | 2.0k | 103.05 |
| 2023-09-30 | $398k | 4.5k | 89.21 |
| 2023-06-30 | $424k | 4.5k | 95.08 |
| 2023-03-31 | $202k | 2.2k | 93.53 |
| 2022-09-30 | $235k | 2.9k | 82.31 |
| 2022-06-30 | $271k | 3.1k | 88.79 |
| 2022-03-31 | $491k | 4.8k | 102.40 |
| 2021-12-31 | $474k | 4.5k | 104.47 |
| 2021-09-30 | $443k | 4.4k | 100.66 |
| 2021-06-30 | $400k | 3.8k | 105.37 |
| 2021-03-31 | $352k | 3.5k | 100.66 |
| 2020-12-31 | $243k | 3.0k | 81.00 |
| 2018-12-31 | $23k | 177 | 129.94 |
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