iShares S&P SmallCap 600 Value Idx shares owned by Phillips Financial Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management 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 Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Phillips Financial Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $20M | 189k | 107.66 |
2024-06-30 | $19M | 199k | 97.27 |
2024-03-31 | $21M | 204k | 102.76 |
2023-12-31 | $21M | 207k | 103.07 |
2023-09-30 | $19M | 210k | 89.22 |
2023-06-30 | $20M | 211k | 95.09 |
2023-03-31 | $20M | 210k | 93.59 |
2022-12-31 | $20M | 213k | 91.31 |
2022-09-30 | $18M | 217k | 82.45 |
2022-06-30 | $20M | 220k | 89.03 |
2022-03-31 | $22M | 219k | 102.42 |
2021-12-31 | $22M | 212k | 104.49 |
2021-09-30 | $21M | 207k | 100.67 |
2021-06-30 | $21M | 201k | 105.43 |
2021-03-31 | $21M | 209k | 100.74 |
2020-12-31 | $18M | 224k | 81.31 |
2020-09-30 | $14M | 114k | 122.42 |
2020-06-30 | $14M | 116k | 120.37 |
2020-03-31 | $11M | 116k | 93.07 |
2019-12-31 | $22M | 135k | 160.80 |
2019-09-30 | $20M | 136k | 150.19 |
2019-06-30 | $20M | 134k | 149.03 |
2019-03-31 | $20M | 133k | 149.91 |
2018-12-31 | $17M | 132k | 131.85 |
2018-09-30 | $23M | 137k | 164.59 |
2018-06-30 | $23M | 140k | 164.54 |
2018-03-31 | $21M | 142k | 150.58 |
2017-12-31 | $22M | 140k | 155.55 |
2017-09-30 | $21M | 140k | 148.31 |
2017-06-30 | $20M | 138k | 143.27 |
2017-03-31 | $18M | 135k | 134.13 |
2016-12-31 | $19M | 135k | 140.75 |
2016-09-30 | $17M | 136k | 121.38 |
2016-06-30 | $17M | 138k | 121.86 |
2016-03-31 | $16M | 139k | 113.30 |
2015-12-31 | $13M | 133k | 97.59 |
2015-09-30 | $14M | 129k | 108.31 |
2015-06-30 | $15M | 128k | 116.38 |
2015-03-31 | $15M | 125k | 119.58 |
2014-12-31 | $14M | 125k | 113.74 |
2014-09-30 | $13M | 122k | 103.78 |
2014-06-30 | $14M | 121k | 113.62 |
2014-03-31 | $13M | 119k | 111.44 |
2013-12-31 | $13M | 119k | 110.69 |
2013-09-30 | $12M | 121k | 102.08 |
2013-06-30 | $12M | 121k | 99.76 |
2012-09-30 | $9.6M | 122k | 79.37 |
2012-06-30 | $9.0M | 121k | 74.25 |
2012-03-31 | $9.5M | 121k | 78.85 |
2011-09-30 | $7.9M | 133k | 59.19 |
2011-03-31 | $10M | 132k | 76.22 |
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