iShares S&P SmallCap 600 Value Idx shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting 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 Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $340k | 3.1k | 108.61 |
| 2024-09-30 | $315k | 2.9k | 107.66 |
| 2024-06-30 | $284k | 2.9k | 97.27 |
| 2024-03-31 | $300k | 2.9k | 102.76 |
| 2023-12-31 | $43k | 420 | 102.96 |
| 2023-09-30 | $35k | 419 | 83.56 |
| 2023-06-30 | $40k | 418 | 95.01 |
| 2023-03-31 | $41k | 434 | 93.51 |
| 2022-12-31 | $40k | 433 | 91.26 |
| 2022-09-30 | $36k | 432 | 83.33 |
| 2022-06-30 | $38k | 431 | 88.17 |
| 2022-03-31 | $44k | 430 | 102.33 |
| 2021-12-31 | $45k | 429 | 104.90 |
| 2021-09-30 | $43k | 429 | 100.23 |
| 2021-06-30 | $50k | 472 | 105.93 |
| 2021-03-31 | $24k | 240 | 100.00 |
| 2020-12-31 | $20k | 240 | 83.33 |
| 2020-09-30 | $40k | 329 | 121.58 |
| 2020-06-30 | $40k | 329 | 121.58 |
| 2020-03-31 | $33k | 329 | 100.30 |
| 2019-12-31 | $207k | 1.3k | 160.22 |
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