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iShares S&P SmallCap 600 Value Idx shares owned by Financial Perspectives

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Financial Perspectives from 13F filings

Historical chart of Financial Perspectives 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 Financial Perspectives consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Financial Perspectives

Quarter filed Position value Share count Share price at filing
2024-03-31 $270k 2.6k 102.77
2023-12-31 $271k 2.6k 103.07
2023-09-30 $234k 2.6k 89.22
2023-06-30 $249k 2.6k 95.09
2023-03-31 $239k 2.6k 93.60
2022-12-31 $230k 2.5k 91.31
2022-09-30 $213k 2.6k 82.46
2022-06-30 $228k 2.6k 89.03
2022-03-31 $260k 2.5k 102.38
2021-12-31 $264k 2.5k 104.48
2021-09-30 $253k 2.5k 100.68
2021-06-30 $263k 2.5k 105.42
2021-03-31 $2.5M 250k 9.93
2020-12-31 $200k 2.5k 81.31
2020-09-30 $151k 1.2k 122.37
2020-06-30 $152k 1.3k 120.36
2020-03-31 $126k 1.3k 99.94
2019-12-31 $203k 1.3k 160.79