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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx held by Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
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