iShares S&P SmallCap 600 Value Idx shares owned by Forbes Financial Planning
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Forbes Financial Planning
from 13F filings
Historical chart of Forbes 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 Forbes 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 Forbes Financial Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $8.1M | 79k | 102.76 |
2023-09-30 | $7.1M | 80k | 89.22 |
2023-06-30 | $7.5M | 79k | 95.09 |
2023-03-31 | $7.4M | 79k | 93.59 |
2022-12-31 | $5.1M | 62k | 82.45 |
2022-09-30 | $5.1M | 62k | 82.46 |
2022-06-30 | $5.0M | 56k | 88.88 |
2022-03-31 | $5.7M | 55k | 102.47 |
2021-12-31 | $5.7M | 55k | 104.53 |
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