iShares S&P SmallCap 600 Value Idx shares owned by Accretive Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Accretive Wealth Partners
from 13F filings
Historical chart of Accretive Wealth Partners 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 Accretive Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3M | 57k | 110.59 |
| 2025-06-30 | $5.6M | 56k | 99.49 |
| 2025-03-31 | $5.0M | 54k | 92.38 |
| 2024-12-31 | $5.2M | 48k | 108.61 |
| 2024-09-30 | $5.2M | 48k | 107.66 |
| 2024-06-30 | $5.0M | 51k | 97.27 |
| 2024-03-31 | $5.0M | 51k | 98.72 |
| 2023-12-31 | $5.2M | 51k | 103.07 |
| 2023-09-30 | $4.7M | 53k | 89.22 |
| 2023-06-30 | $5.1M | 53k | 95.09 |
| 2023-03-31 | $4.9M | 52k | 93.59 |
| 2022-12-31 | $4.7M | 52k | 91.31 |
| 2022-09-30 | $4.3M | 52k | 82.46 |
| 2022-06-30 | $4.6M | 52k | 89.02 |
| 2022-03-31 | $5.2M | 51k | 102.38 |
| 2021-12-31 | $5.2M | 50k | 104.48 |
| 2021-09-30 | $4.9M | 48k | 100.68 |
| 2021-06-30 | $4.9M | 47k | 105.43 |
| 2021-03-31 | $4.1M | 41k | 100.73 |
| 2020-12-31 | $3.2M | 40k | 81.31 |
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