iShares S&P SmallCap 600 Value Idx shares owned by LWS Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by LWS Wealth Advisors
from 13F filings
Historical chart of LWS Wealth Advisors 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 LWS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $389k | 3.8k | 103.13 |
| 2023-09-30 | $332k | 3.7k | 89.30 |
| 2023-06-30 | $351k | 3.7k | 94.97 |
| 2023-03-31 | $338k | 3.6k | 93.60 |
| 2022-12-31 | $357k | 3.9k | 91.32 |
| 2022-09-30 | $325k | 3.9k | 82.45 |
| 2022-06-30 | $342k | 3.8k | 88.95 |
| 2022-03-31 | $422k | 4.1k | 102.28 |
| 2021-12-31 | $441k | 4.2k | 104.48 |
| 2021-09-30 | $424k | 4.2k | 100.69 |
| 2021-06-30 | $437k | 4.1k | 105.50 |
| 2021-03-31 | $324k | 3.2k | 100.81 |
| 2020-12-31 | $415k | 5.1k | 81.28 |
| 2020-09-30 | $320k | 2.6k | 122.46 |
| 2020-06-30 | $318k | 2.6k | 120.23 |
| 2020-03-31 | $432k | 4.3k | 99.86 |
| 2019-12-31 | $899k | 5.6k | 160.79 |
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