iShares S&P SmallCap 600 Value Idx shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in iShares S&P SmallCap 600 Value Idx
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Value Idx held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $279k | 2.7k | 102.80 |
| 2023-12-31 | $441k | 4.3k | 103.04 |
| 2023-09-30 | $383k | 4.3k | 89.07 |
| 2023-06-30 | $408k | 4.3k | 94.88 |
| 2023-03-31 | $401k | 4.4k | 91.14 |
| 2022-12-31 | $238k | 2.9k | 82.18 |
| 2022-09-30 | $239k | 2.9k | 82.53 |
| 2022-06-30 | $258k | 2.9k | 89.09 |
| 2022-03-31 | $297k | 2.9k | 102.56 |
| 2021-12-31 | $298k | 2.9k | 104.34 |
| 2021-09-30 | $288k | 2.9k | 100.84 |
| 2021-06-30 | $306k | 2.9k | 105.30 |
| 2021-03-31 | $526k | 5.2k | 100.77 |
| 2020-12-31 | $424k | 5.2k | 81.23 |
| 2020-09-30 | $320k | 2.6k | 122.61 |
| 2020-06-30 | $323k | 2.7k | 120.39 |
| 2020-03-31 | $231k | 2.3k | 99.74 |
| 2019-12-31 | $285k | 1.8k | 160.74 |
| 2019-09-30 | $256k | 1.7k | 149.97 |
More positions owned by Efficient Wealth Management
View all positions for Efficient Wealth Management
Top funds holding iShares S&P SmallCap 600 Value Idx
View all funds holding iShares S&P SmallCap 600 Value Idx