iShares S&P SmallCap 600 Value Idx shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management 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 AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 12k | 110.59 |
| 2025-06-30 | $1.5M | 15k | 99.49 |
| 2025-03-31 | $6.0M | 62k | 97.48 |
| 2024-12-31 | $307k | 2.8k | 108.63 |
| 2023-12-31 | $1.7M | 17k | 100.01 |
| 2023-09-30 | $1.8M | 20k | 89.22 |
| 2023-06-30 | $3.8M | 40k | 95.09 |
| 2023-03-31 | $6.2M | 66k | 93.59 |
| 2022-12-31 | $3.4M | 37k | 91.31 |
| 2022-09-30 | $5.9M | 72k | 82.45 |
| 2022-06-30 | $25M | 279k | 89.03 |
| 2022-03-31 | $15M | 142k | 102.39 |
| 2021-12-31 | $432k | 4.1k | 104.52 |
| 2021-09-30 | $1.9M | 19k | 100.65 |
| 2021-06-30 | $16M | 150k | 105.43 |
| 2021-03-31 | $12M | 118k | 100.74 |
| 2020-12-31 | $738k | 9.1k | 81.30 |
| 2020-09-30 | $1.4M | 11k | 122.44 |
| 2020-06-30 | $1.5M | 13k | 120.36 |
| 2020-03-31 | $2.0M | 20k | 99.94 |
| 2019-12-31 | $666k | 4.1k | 160.87 |
| 2019-09-30 | $526k | 3.5k | 150.29 |
| 2019-06-30 | $885k | 6.0k | 148.59 |
| 2018-12-31 | $247k | 1.9k | 131.87 |
| 2018-09-30 | $464k | 2.8k | 166.79 |
Top funds holding iShares S&P SmallCap 600 Value Idx
View all funds holding iShares S&P SmallCap 600 Value Idx