iShares S&P SmallCap 600 Value Idx shares owned by Apella Capital
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital 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 Apella Capital 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 Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $858k | 7.8k | 109.69 |
| 2025-06-30 | $798k | 7.8k | 102.04 |
| 2025-03-31 | $651k | 7.2k | 90.70 |
| 2024-12-31 | $770k | 7.1k | 108.61 |
| 2024-09-30 | $784k | 7.4k | 105.41 |
| 2024-06-30 | $714k | 7.4k | 95.94 |
| 2024-03-31 | $751k | 7.4k | 100.94 |
| 2023-12-31 | $702k | 7.1k | 99.38 |
| 2023-09-30 | $530k | 5.9k | 89.22 |
| 2023-06-30 | $562k | 5.9k | 95.09 |
| 2022-12-31 | $540k | 5.9k | 91.31 |
| 2022-09-30 | $487k | 5.9k | 82.40 |
| 2022-06-30 | $551k | 6.2k | 89.04 |
| 2022-03-31 | $605k | 5.9k | 102.37 |
| 2021-12-31 | $618k | 5.9k | 104.57 |
| 2021-09-30 | $610k | 5.9k | 103.21 |
| 2021-06-30 | $623k | 5.9k | 105.41 |
| 2021-03-31 | $595k | 5.9k | 100.68 |
| 2020-12-31 | $486k | 6.0k | 81.31 |
| 2020-09-30 | $368k | 3.0k | 122.34 |
| 2020-06-30 | $367k | 3.1k | 120.29 |
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