iShares S&P SmallCap 600 Value Idx shares owned by Meredith Wealth Planning
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Meredith Wealth Planning
from 13F filings
Historical chart of Meredith Wealth Planning 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 Meredith Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $616k | 5.6k | 110.58 |
| 2025-06-30 | $555k | 5.6k | 99.48 |
| 2025-03-31 | $543k | 5.6k | 97.48 |
| 2024-12-31 | $609k | 5.6k | 108.61 |
| 2024-09-30 | $602k | 5.6k | 107.66 |
| 2024-06-30 | $542k | 5.6k | 97.27 |
| 2024-03-31 | $567k | 5.5k | 102.76 |
| 2023-12-31 | $579k | 5.6k | 103.06 |
| 2023-09-30 | $489k | 5.5k | 89.21 |
| 2023-06-30 | $522k | 5.5k | 95.08 |
| 2023-03-31 | $512k | 5.5k | 93.59 |
| 2022-12-31 | $499k | 5.5k | 91.31 |
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