iShares S&P SmallCap 600 Value Idx shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in iShares S&P SmallCap 600 Value Idx
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All positions including iShares S&P SmallCap 600 Value Idx held by Kestra Private Wealth Services 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 Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 162k | 110.59 |
| 2025-06-30 | $11M | 105k | 99.49 |
| 2025-03-31 | $10M | 104k | 97.48 |
| 2024-12-31 | $10M | 94k | 108.61 |
| 2024-09-30 | $8.8M | 82k | 107.66 |
| 2024-06-30 | $6.2M | 64k | 97.27 |
| 2024-03-31 | $6.1M | 60k | 102.76 |
| 2023-12-31 | $5.9M | 58k | 103.07 |
| 2023-09-30 | $4.4M | 50k | 89.22 |
| 2023-06-30 | $4.0M | 42k | 95.09 |
| 2023-03-31 | $3.4M | 36k | 93.59 |
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