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iShares S&P SmallCap 600 Value Idx shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private 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 Blue Bell Private Wealth Management 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 Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $293k 2.7k 107.66
2024-06-30 $291k 3.0k 97.27
2024-03-31 $307k 3.0k 102.76
2023-12-31 $409k 4.0k 103.07
2023-09-30 $570k 6.4k 89.22
2023-06-30 $741k 7.8k 95.09
2023-03-31 $907k 9.7k 93.59
2022-12-31 $953k 10k 91.31
2022-09-30 $886k 11k 82.43
2022-06-30 $853k 9.6k 89.02
2022-03-31 $159k 1.6k 102.58
2021-12-31 $321k 3.1k 104.39
2021-09-30 $312k 3.1k 101.46
2021-06-30 $334k 3.2k 105.33
2021-03-31 $358k 3.6k 100.65