iShares S&P SmallCap 600 Value Idx shares owned by Center for Financial Planning
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning 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 Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $675k | 6.1k | 110.59 |
| 2025-06-30 | $621k | 6.2k | 99.49 |
| 2025-03-31 | $609k | 6.2k | 97.48 |
| 2024-12-31 | $678k | 6.2k | 108.61 |
| 2024-09-30 | $708k | 6.6k | 107.66 |
| 2024-06-30 | $639k | 6.6k | 97.27 |
| 2024-03-31 | $675k | 6.6k | 102.76 |
| 2023-12-31 | $677k | 6.6k | 103.07 |
| 2023-09-30 | $514k | 5.8k | 89.22 |
| 2023-06-30 | $547k | 5.8k | 95.09 |
| 2023-03-31 | $539k | 5.8k | 93.59 |
| 2022-12-31 | $526k | 5.8k | 91.31 |
| 2022-09-30 | $529k | 6.4k | 82.50 |
| 2022-06-30 | $532k | 6.0k | 89.01 |
| 2022-03-31 | $612k | 6.0k | 102.39 |
| 2021-12-31 | $625k | 6.0k | 104.57 |
| 2021-09-30 | $607k | 6.0k | 100.63 |
| 2021-06-30 | $636k | 6.0k | 105.44 |
| 2021-03-31 | $635k | 6.3k | 100.70 |
| 2020-12-31 | $513k | 6.3k | 81.35 |
| 2020-09-30 | $386k | 3.2k | 122.42 |
| 2020-06-30 | $380k | 3.2k | 120.52 |
| 2020-03-31 | $823k | 8.2k | 99.98 |
More positions owned by Center for Financial Planning
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