iShares S&P SmallCap 600 Value Idx shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.7M | 43k | 107.66 |
| 2024-06-30 | $4.4M | 46k | 97.27 |
| 2024-03-31 | $4.6M | 45k | 102.76 |
| 2023-12-31 | $4.7M | 46k | 103.07 |
| 2023-09-30 | $4.1M | 46k | 89.22 |
| 2023-06-30 | $4.4M | 46k | 95.09 |
| 2023-03-31 | $4.2M | 45k | 93.59 |
| 2022-12-31 | $4.5M | 49k | 91.31 |
| 2022-09-30 | $4.0M | 49k | 82.45 |
| 2022-06-30 | $4.6M | 52k | 89.02 |
| 2022-03-31 | $5.0M | 49k | 102.40 |
| 2021-12-31 | $5.2M | 50k | 104.48 |
| 2021-09-30 | $5.2M | 52k | 100.67 |
| 2021-06-30 | $5.4M | 52k | 105.42 |
| 2021-03-31 | $5.2M | 52k | 100.75 |
| 2020-12-31 | $4.2M | 52k | 81.31 |
| 2020-09-30 | $3.2M | 26k | 122.43 |
| 2020-06-30 | $3.1M | 25k | 120.36 |
| 2020-03-31 | $1.9M | 19k | 99.95 |
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