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iShares S&P SmallCap 600 Value Idx shares owned by Private Wealth Strategies

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

Historical chart of Private Wealth Strategies 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 Private Wealth Strategies 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 Private Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $481k 4.7k 103.08
2023-09-30 $413k 4.6k 89.22
2023-06-30 $440k 4.6k 95.09
2023-03-31 $431k 4.6k 93.57
2022-12-31 $419k 4.6k 91.31
2022-09-30 $376k 4.6k 82.13
2022-06-30 $406k 4.6k 89.23
2022-03-31 $465k 4.5k 102.49
2021-12-31 $472k 4.5k 104.31
2021-09-30 $454k 4.5k 100.82
2021-06-30 $472k 4.5k 105.33
2021-03-31 $451k 4.5k 100.87
2020-12-31 $362k 4.5k 81.22
2020-09-30 $273k 2.2k 122.48
2020-06-30 $267k 2.2k 120.38
2020-03-31 $224k 2.3k 99.47
2019-12-31 $362k 2.3k 160.75