iShares S&P SmallCap 600 Value Idx shares owned by Newport Wealth Strategies
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Newport Wealth Strategies
from 13F filings
Historical chart of Newport Wealth Strategies 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 Newport Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $268k | 2.7k | 100.68 |
| 2021-06-30 | $293k | 2.8k | 105.32 |
| 2021-03-31 | $280k | 2.8k | 100.65 |
| 2020-06-30 | $260k | 2.2k | 120.31 |
| 2019-12-31 | $565k | 3.6k | 159.15 |
| 2019-09-30 | $505k | 3.4k | 150.30 |
| 2019-06-30 | $515k | 3.5k | 146.27 |
| 2019-03-31 | $489k | 3.3k | 149.50 |
| 2018-12-31 | $447k | 3.2k | 140.08 |
| 2018-09-30 | $534k | 3.6k | 150.38 |
| 2018-06-30 | $580k | 3.6k | 163.33 |
| 2018-03-31 | $888k | 5.9k | 150.92 |
| 2017-12-31 | $947k | 6.1k | 155.65 |
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