iShares S&P SmallCap 600 Value Idx shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth 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 Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $255k | 2.3k | 110.59 |
| 2025-06-30 | $229k | 2.3k | 99.49 |
| 2025-03-31 | $225k | 2.3k | 97.48 |
| 2024-12-31 | $250k | 2.3k | 108.61 |
| 2024-09-30 | $248k | 2.3k | 107.66 |
| 2024-06-30 | $285k | 2.7k | 105.06 |
| 2024-03-31 | $301k | 2.9k | 102.76 |
| 2023-12-31 | $459k | 4.5k | 103.07 |
| 2023-09-30 | $415k | 4.7k | 89.22 |
| 2023-06-30 | $503k | 5.3k | 95.09 |
| 2023-03-31 | $926k | 9.9k | 93.59 |
| 2022-12-31 | $898k | 9.8k | 91.31 |
| 2022-09-30 | $411k | 5.0k | 82.55 |
| 2022-06-30 | $17k | 189 | 89.95 |
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