iShares S&P SmallCap 600 Value Idx shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller 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 Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.6M | 15k | 108.61 |
| 2024-09-30 | $1.6M | 15k | 107.66 |
| 2024-06-30 | $1.5M | 16k | 97.27 |
| 2024-03-31 | $1.6M | 16k | 102.76 |
| 2023-12-31 | $1.7M | 16k | 103.07 |
| 2023-09-30 | $2.0M | 22k | 89.22 |
| 2023-06-30 | $2.2M | 23k | 95.09 |
| 2023-03-31 | $2.2M | 23k | 93.59 |
| 2022-12-31 | $2.1M | 23k | 91.31 |
| 2022-09-30 | $1.7M | 20k | 82.46 |
| 2022-06-30 | $1.8M | 21k | 89.04 |
| 2022-03-31 | $2.3M | 23k | 102.38 |
| 2021-12-31 | $2.2M | 21k | 104.48 |
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