iShares S&P SmallCap 600 Value Idx shares owned by Curated Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Curated Wealth Partners
from 13F filings
Historical chart of Curated Wealth Partners 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 Curated Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $359k | 3.3k | 108.61 |
| 2024-09-30 | $216k | 2.0k | 107.66 |
| 2024-03-31 | $206k | 2.0k | 102.76 |
| 2023-12-31 | $207k | 2.0k | 103.07 |
| 2023-09-30 | $367k | 4.1k | 89.22 |
| 2023-06-30 | $391k | 4.1k | 95.09 |
| 2023-03-31 | $385k | 4.1k | 93.59 |
| 2022-12-31 | $375k | 4.1k | 91.31 |
| 2022-09-30 | $339k | 4.1k | 82.52 |
| 2022-06-30 | $366k | 4.1k | 89.09 |
| 2022-03-31 | $429k | 4.1k | 104.43 |
| 2021-12-31 | $429k | 4.1k | 104.43 |
| 2021-09-30 | $413k | 4.1k | 100.54 |
| 2021-06-30 | $433k | 4.1k | 105.40 |
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