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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

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Quarterly 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