iShares S&P SmallCap 600 Value Idx shares owned by Crestwood Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood 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 Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 9.1k | 110.59 |
| 2025-06-30 | $885k | 8.9k | 99.49 |
| 2025-03-31 | $956k | 9.8k | 97.48 |
| 2024-12-31 | $1.1M | 9.7k | 108.61 |
| 2024-09-30 | $314k | 2.9k | 107.66 |
| 2024-06-30 | $284k | 2.9k | 97.27 |
| 2024-03-31 | $300k | 2.9k | 102.76 |
| 2023-12-31 | $330k | 3.2k | 103.07 |
| 2023-09-30 | $295k | 3.3k | 89.22 |
| 2017-03-31 | $14k | 100 | 140.00 |
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