iShares S&P SmallCap 600 Value Idx shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph 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 Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $425k | 3.8k | 110.59 |
| 2025-06-30 | $382k | 3.8k | 99.49 |
| 2025-03-31 | $375k | 3.8k | 97.48 |
| 2024-12-31 | $417k | 3.8k | 108.61 |
| 2024-09-30 | $414k | 3.8k | 107.66 |
| 2024-06-30 | $374k | 3.8k | 97.27 |
| 2024-03-31 | $395k | 3.8k | 102.76 |
| 2023-12-31 | $396k | 3.8k | 103.07 |
| 2023-09-30 | $345k | 3.8k | 89.74 |
| 2023-06-30 | $365k | 3.8k | 95.09 |
| 2023-03-31 | $360k | 3.8k | 93.59 |
| 2022-12-31 | $351k | 3.8k | 91.36 |
| 2022-09-30 | $317k | 3.8k | 82.51 |
| 2022-06-30 | $342k | 3.8k | 89.02 |
| 2022-03-31 | $393k | 3.8k | 102.29 |
| 2021-12-31 | $401k | 3.8k | 104.37 |
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