iShares S&P SmallCap 600 Value Idx shares owned by Mission Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in iShares S&P SmallCap 600 Value Idx
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Value Idx held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 47k | 110.59 |
| 2025-06-30 | $4.9M | 49k | 99.49 |
| 2025-03-31 | $5.7M | 59k | 97.48 |
| 2024-09-30 | $200k | 1.9k | 107.66 |
| 2024-03-31 | $201k | 2.0k | 102.76 |
| 2023-12-31 | $263k | 2.5k | 103.06 |
| 2020-12-31 | $533k | 6.6k | 81.35 |
| 2020-09-30 | $377k | 3.1k | 122.44 |
| 2020-06-30 | $371k | 3.1k | 120.49 |
| 2020-03-31 | $331k | 3.3k | 99.91 |
| 2019-12-31 | $601k | 3.7k | 160.78 |
| 2019-09-30 | $531k | 3.5k | 150.25 |
| 2019-06-30 | $562k | 3.8k | 148.72 |
| 2019-03-31 | $548k | 3.7k | 147.55 |
| 2018-12-31 | $490k | 3.7k | 131.93 |
| 2018-09-30 | $585k | 3.5k | 166.95 |
| 2018-06-30 | $535k | 3.3k | 163.26 |
| 2018-03-31 | $452k | 3.0k | 150.97 |
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