iShares S&P SmallCap 600 Value Idx shares owned by Joseph P. Lucia & Associates
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Joseph P. Lucia & Associates
from 13F filings
Historical chart of Joseph P. Lucia & Associates 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 Joseph P. Lucia & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $205k | 1.8k | 113.72 |
| 2024-12-31 | $200k | 1.8k | 108.61 |
| 2022-06-30 | $179k | 2.0k | 88.88 |
| 2022-03-31 | $206k | 2.0k | 102.28 |
| 2021-12-31 | $210k | 2.0k | 104.27 |
| 2021-09-30 | $203k | 2.0k | 100.79 |
| 2021-06-30 | $212k | 2.0k | 105.26 |
| 2021-03-31 | $203k | 2.0k | 100.79 |
| 2020-12-31 | $164k | 2.0k | 81.43 |
| 2020-06-30 | $121k | 1.0k | 120.16 |
| 2020-03-31 | $101k | 1.0k | 100.30 |
| 2019-12-31 | $166k | 1.0k | 160.85 |
| 2019-09-30 | $130k | 867 | 149.94 |
| 2019-06-30 | $114k | 767 | 148.63 |
| 2019-03-31 | $814k | 124k | 6.57 |
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