iShares S&P SmallCap 600 Value Idx shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors 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 TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $301k | 2.9k | 102.75 |
| 2023-12-31 | $357k | 3.5k | 103.06 |
| 2023-09-30 | $309k | 3.5k | 89.23 |
| 2023-06-30 | $363k | 3.8k | 95.10 |
| 2023-03-31 | $357k | 3.8k | 93.58 |
| 2022-12-31 | $348k | 3.8k | 91.30 |
| 2022-09-30 | $339k | 4.1k | 82.44 |
| 2022-06-30 | $756k | 8.5k | 89.03 |
| 2022-03-31 | $746k | 7.1k | 104.48 |
| 2021-12-31 | $746k | 7.1k | 104.48 |
| 2021-09-30 | $362k | 3.6k | 100.58 |
| 2021-06-30 | $346k | 3.3k | 105.42 |
| 2021-03-31 | $325k | 3.3k | 99.03 |
| 2020-12-31 | $286k | 3.3k | 87.14 |
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