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
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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 |
|---|---|---|---|
| 2025-09-30 | $270k | 2.4k | 110.59 |
| 2025-06-30 | $243k | 2.4k | 99.49 |
| 2025-03-31 | $265k | 2.7k | 97.48 |
| 2024-12-31 | $296k | 2.7k | 108.61 |
| 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 |
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