iShares S&P SmallCap 600 Value Idx shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
from 13F filings
Historical chart of Carlton, Hoffferkamp & Jenks 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 Carlton, Hoffferkamp & Jenks 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 Carlton, Hoffferkamp & Jenks Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 12k | 113.06 |
| 2025-06-30 | $1.2M | 11k | 101.93 |
| 2025-03-31 | $875k | 10k | 86.98 |
| 2024-12-31 | $921k | 8.3k | 110.58 |
| 2024-09-30 | $795k | 7.4k | 106.72 |
| 2024-06-30 | $758k | 7.0k | 108.28 |
| 2024-03-31 | $541k | 5.6k | 96.68 |
| 2023-12-31 | $401k | 4.1k | 98.89 |
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