iShares S&P SmallCap 600 Value Idx shares owned by Philip James Wealth Mangement
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Philip James Wealth Mangement
from 13F filings
Historical chart of Philip James Wealth Mangement investment in iShares S&P SmallCap 600 Value Idx
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All positions including iShares S&P SmallCap 600 Value Idx held by Philip James Wealth Mangement consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Philip James Wealth Mangement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $225k | 2.3k | 99.47 |
| 2025-03-31 | $206k | 2.1k | 97.46 |
| 2024-12-31 | $245k | 2.3k | 108.61 |
| 2024-09-30 | $242k | 2.2k | 107.64 |
| 2024-06-30 | $217k | 2.2k | 97.26 |
| 2024-03-31 | $232k | 2.3k | 102.78 |
| 2023-12-31 | $216k | 2.1k | 103.07 |
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