iShares S&P SmallCap 600 Value Idx shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.2M | 75k | 110.59 |
| 2025-06-30 | $7.2M | 73k | 99.49 |
| 2025-03-31 | $6.0M | 62k | 97.48 |
| 2024-12-31 | $5.7M | 53k | 108.61 |
| 2024-09-30 | $5.5M | 51k | 107.66 |
| 2024-06-30 | $4.9M | 50k | 97.27 |
| 2024-03-31 | $4.6M | 44k | 102.76 |
| 2023-09-30 | $3.9M | 44k | 89.22 |
| 2023-06-30 | $4.0M | 42k | 95.09 |
| 2023-03-31 | $3.8M | 40k | 93.58 |
| 2022-12-31 | $1.2M | 14k | 91.31 |
| 2022-09-30 | $1.2M | 14k | 82.48 |
| 2022-06-30 | $8.7M | 98k | 89.03 |
| 2022-03-31 | $1.3M | 13k | 102.36 |
| 2021-12-31 | $1.3M | 13k | 104.48 |
| 2021-09-30 | $1.2M | 12k | 100.65 |
| 2021-06-30 | $1.3M | 13k | 105.39 |
| 2021-03-31 | $853k | 8.5k | 100.68 |
| 2019-12-31 | $223k | 1.4k | 161.13 |
| 2019-09-30 | $201k | 1.3k | 150.34 |
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