iShares S&P SmallCap 600 Value Idx shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in iShares S&P SmallCap 600 Value Idx
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All positions including iShares S&P SmallCap 600 Value Idx held by Concurrent Investment Advisors 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 Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 37k | 110.59 |
| 2025-06-30 | $3.9M | 40k | 99.49 |
| 2025-03-31 | $5.4M | 55k | 97.48 |
| 2024-12-31 | $5.6M | 51k | 108.61 |
| 2024-09-30 | $5.5M | 51k | 107.66 |
| 2024-06-30 | $4.8M | 50k | 97.27 |
| 2024-03-31 | $4.7M | 45k | 102.76 |
| 2023-12-31 | $1.6M | 15k | 103.07 |
More positions owned by Concurrent Investment Advisors
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Top funds holding iShares S&P SmallCap 600 Value Idx
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