iShares S&P SmallCap 600 Value Idx shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts 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 Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $999k | 9.0k | 110.59 |
| 2025-06-30 | $943k | 9.5k | 99.49 |
| 2025-03-31 | $1.0M | 11k | 97.48 |
| 2024-12-31 | $1.3M | 12k | 108.61 |
| 2024-09-30 | $1.3M | 12k | 107.66 |
| 2024-06-30 | $1.3M | 14k | 97.27 |
| 2024-03-31 | $1.5M | 15k | 102.76 |
| 2023-12-31 | $1.7M | 17k | 103.07 |
| 2023-09-30 | $1.4M | 16k | 89.22 |
| 2023-06-30 | $1.5M | 16k | 95.09 |
| 2023-03-31 | $1.5M | 16k | 93.59 |
| 2022-12-31 | $1.4M | 16k | 91.31 |
| 2022-09-30 | $1.3M | 16k | 82.46 |
| 2022-06-30 | $1.5M | 17k | 89.00 |
| 2022-03-31 | $1.7M | 16k | 102.40 |
| 2021-12-31 | $1.7M | 16k | 104.47 |
Top funds holding iShares S&P SmallCap 600 Value Idx
View all funds holding iShares S&P SmallCap 600 Value Idx