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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx held by Oak Harbor Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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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
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