iShares S&P SmallCap 600 Value Idx shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth 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 Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $21M | 204k | 103.07 |
| 2023-09-30 | $18M | 200k | 89.22 |
| 2023-06-30 | $19M | 199k | 95.09 |
| 2023-03-31 | $18M | 195k | 93.59 |
| 2022-12-31 | $17M | 191k | 91.31 |
| 2022-09-30 | $16M | 189k | 82.45 |
| 2022-06-30 | $16M | 184k | 89.03 |
| 2022-03-31 | $18M | 177k | 102.39 |
| 2021-12-31 | $20M | 193k | 104.48 |
| 2021-09-30 | $20M | 194k | 100.67 |
| 2021-06-30 | $20M | 193k | 105.43 |
| 2021-03-31 | $20M | 194k | 100.74 |
| 2020-12-31 | $18M | 217k | 81.31 |
| 2020-09-30 | $213k | 1.7k | 122.55 |
| 2019-12-31 | $2.9M | 18k | 160.83 |
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