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iShares S&P SmallCap 600 Value Idx shares owned by Panoramic Investment Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Panoramic Investment Advisors from 13F filings

Historical chart of Panoramic Investment Advisors 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 Panoramic Investment Advisors 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 Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $259k 2.3k 110.59
2025-06-30 $233k 2.3k 99.49
2025-03-31 $534k 5.5k 97.48
2024-12-31 $595k 5.5k 108.61
2024-09-30 $536k 5.0k 107.66
2024-03-31 $553k 5.4k 102.76
2023-12-31 $325k 3.2k 103.07
2023-09-30 $282k 3.2k 89.22