iShares S&P SmallCap 600 Value Idx shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 14k | 102.76 |
| 2023-12-31 | $1.5M | 14k | 103.07 |
| 2023-09-30 | $1.4M | 16k | 89.22 |
| 2023-06-30 | $1.6M | 16k | 95.09 |
| 2023-03-31 | $1.6M | 17k | 93.59 |
| 2022-12-31 | $1.7M | 18k | 91.31 |
| 2022-09-30 | $1.5M | 18k | 82.47 |
| 2022-06-30 | $1.9M | 22k | 89.02 |
| 2022-03-31 | $2.4M | 23k | 102.41 |
| 2021-12-31 | $2.8M | 26k | 104.49 |
| 2021-09-30 | $2.7M | 27k | 100.65 |
| 2021-06-30 | $2.9M | 27k | 105.44 |
| 2021-03-31 | $2.7M | 27k | 100.74 |
| 2020-12-31 | $2.2M | 28k | 81.31 |
| 2020-09-30 | $1.8M | 15k | 122.40 |
| 2020-06-30 | $1.7M | 14k | 120.37 |
| 2020-03-31 | $790k | 7.9k | 99.94 |
| 2019-12-31 | $1.4M | 8.6k | 160.74 |
| 2019-09-30 | $1.3M | 8.6k | 150.17 |
| 2019-06-30 | $1.7M | 12k | 148.59 |
| 2019-03-31 | $1.4M | 9.6k | 147.49 |
| 2018-12-31 | $959k | 7.3k | 131.82 |
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