iShares S&P SmallCap 600 Value Idx shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson 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 Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $206k | 2.0k | 102.76 |
| 2023-12-31 | $206k | 2.0k | 103.07 |
| 2022-06-30 | $223k | 2.5k | 89.20 |
| 2022-03-31 | $255k | 2.5k | 102.00 |
| 2021-12-31 | $261k | 2.5k | 104.40 |
| 2021-09-30 | $251k | 2.5k | 100.40 |
| 2021-06-30 | $263k | 2.5k | 105.20 |
| 2021-03-31 | $251k | 2.5k | 100.40 |
| 2020-12-31 | $203k | 2.5k | 81.20 |
| 2020-09-30 | $122k | 1.0k | 122.00 |
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