iShares S&P SmallCap 600 Value Idx shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management 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 Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $1.5M | 16k | 97.48 |
| 2023-09-30 | $541k | 6.1k | 89.23 |
| 2023-06-30 | $663k | 7.0k | 95.10 |
| 2023-03-31 | $1.1M | 12k | 93.59 |
| 2022-12-31 | $1.2M | 14k | 91.31 |
| 2022-09-30 | $754k | 9.1k | 82.51 |
| 2022-06-30 | $1.3M | 15k | 89.02 |
| 2022-03-31 | $908k | 8.9k | 102.38 |
| 2021-12-31 | $925k | 8.9k | 104.35 |
| 2021-09-30 | $913k | 9.1k | 100.75 |
| 2021-06-30 | $1.9M | 18k | 105.46 |
| 2021-03-31 | $1.9M | 19k | 100.73 |
| 2020-12-31 | $502k | 6.2k | 81.39 |
| 2019-12-31 | $138k | 858 | 160.84 |
| 2019-09-30 | $110k | 735 | 149.66 |
| 2019-06-30 | $195k | 1.3k | 148.40 |
| 2018-12-31 | $161k | 1.2k | 131.75 |
| 2018-09-30 | $214k | 1.3k | 167.19 |
| 2017-12-31 | $208k | 1.4k | 153.62 |
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