iShares S&P SmallCap 600 Value Idx shares owned by Corepath Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Corepath Wealth Partners
from 13F filings
Historical chart of Corepath Wealth Partners 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 Corepath Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.1M | 20k | 107.26 |
2024-06-30 | $1.9M | 20k | 96.48 |
2024-03-31 | $2.0M | 21k | 97.71 |
2023-12-31 | $4.5M | 45k | 99.49 |
2023-09-30 | $3.8M | 45k | 85.57 |
2023-06-30 | $4.2M | 43k | 97.36 |
2023-03-31 | $4.5M | 49k | 91.98 |
2022-12-31 | $4.6M | 48k | 94.31 |
2022-09-30 | $4.2M | 48k | 87.52 |
2022-06-30 | $4.1M | 47k | 87.26 |
2022-03-31 | $4.7M | 47k | 99.40 |
2021-12-31 | $4.9M | 46k | 105.42 |
2021-09-30 | $4.7M | 45k | 103.27 |
2021-06-30 | $4.6M | 45k | 101.76 |
2021-03-31 | $4.4M | 43k | 101.36 |
2020-12-31 | $3.3M | 41k | 81.47 |
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