iShares S&P SmallCap 600 Value Idx shares owned by Intergy Private Wealth
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Intergy Private Wealth
from 13F filings
Historical chart of Intergy Private Wealth 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 Intergy Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $816k | 7.9k | 102.76 |
| 2023-12-31 | $828k | 8.0k | 103.07 |
| 2023-09-30 | $762k | 8.5k | 89.23 |
| 2023-06-30 | $2.0M | 21k | 95.09 |
| 2023-03-31 | $4.5M | 48k | 93.59 |
| 2022-12-31 | $4.3M | 47k | 91.31 |
| 2022-09-30 | $3.4M | 41k | 82.44 |
| 2022-06-30 | $3.6M | 40k | 89.04 |
| 2022-03-31 | $3.6M | 35k | 102.40 |
| 2021-12-31 | $1.5M | 14k | 104.52 |
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