iShares S&P SmallCap 600 Value Idx shares owned by Oak Harbor Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Oak Harbor Wealth Partners
from 13F filings
Historical chart of Oak Harbor Wealth Partners 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 Oak Harbor Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11k | 100 | 110.59 |
| 2025-06-30 | $9.9k | 100 | 99.49 |
| 2025-03-31 | $9.7k | 100 | 97.48 |
| 2024-12-31 | $11k | 100 | 108.61 |
| 2024-09-30 | $11k | 100 | 107.66 |
| 2024-06-30 | $9.7k | 100 | 97.27 |
| 2024-03-31 | $10k | 100 | 102.76 |
| 2023-12-31 | $10k | 100 | 103.07 |
| 2023-09-30 | $8.9k | 100 | 89.22 |
| 2023-06-30 | $9.5k | 100 | 95.09 |
| 2023-03-31 | $9.4k | 100 | 93.59 |
| 2022-12-31 | $9.1k | 100 | 91.31 |
| 2022-09-30 | $8.0k | 100 | 80.00 |
| 2022-06-30 | $19k | 208 | 91.35 |
| 2022-03-31 | $21k | 208 | 100.96 |
| 2021-12-31 | $22k | 208 | 105.77 |
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