iShares S&P SmallCap 600 Value Idx shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors 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 Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 17k | 110.59 |
| 2025-06-30 | $1.5M | 15k | 99.49 |
| 2025-03-31 | $1.5M | 15k | 97.48 |
| 2024-12-31 | $1.7M | 16k | 108.61 |
| 2024-09-30 | $1.7M | 16k | 107.66 |
| 2024-06-30 | $245k | 2.5k | 97.27 |
| 2024-03-31 | $1.9M | 19k | 99.68 |
| 2023-12-31 | $259k | 2.5k | 103.07 |
| 2023-09-30 | $229k | 2.5k | 90.97 |
| 2023-06-30 | $265k | 2.7k | 99.98 |
| 2022-12-31 | $230k | 2.5k | 91.31 |
| 2022-09-30 | $221k | 2.7k | 82.45 |
| 2022-06-30 | $238k | 2.7k | 89.03 |
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