iShares S&P SmallCap 600 Value Idx shares owned by Cypress Financial Planning
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Cypress Financial Planning
from 13F filings
Historical chart of Cypress Financial Planning investment in iShares S&P SmallCap 600 Value Idx
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Value Idx held by Cypress Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Cypress Financial Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $530k | 4.9k | 107.67 |
2024-06-30 | $520k | 5.3k | 97.27 |
2024-03-31 | $397k | 3.9k | 102.77 |
2023-12-31 | $350k | 3.5k | 99.38 |
2023-09-30 | $409k | 4.6k | 89.23 |
2023-06-30 | $533k | 5.6k | 95.76 |
2023-03-31 | $489k | 5.2k | 93.59 |
2022-12-31 | $469k | 5.1k | 91.35 |
2022-09-30 | $420k | 5.1k | 82.47 |
2022-06-30 | $445k | 5.0k | 89.09 |
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