iShares S&P SmallCap 600 Value Idx shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors 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 Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 62k | 110.59 |
| 2025-06-30 | $6.5M | 65k | 99.49 |
| 2024-12-31 | $8.7M | 80k | 108.61 |
| 2024-09-30 | $8.7M | 81k | 107.66 |
| 2024-06-30 | $7.9M | 82k | 97.27 |
| 2024-03-31 | $8.6M | 83k | 102.76 |
| 2023-12-31 | $9.2M | 89k | 103.07 |
| 2023-09-30 | $8.1M | 90k | 89.22 |
| 2023-06-30 | $8.9M | 94k | 95.09 |
| 2023-03-31 | $9.3M | 100k | 93.59 |
| 2022-12-31 | $9.2M | 100k | 91.31 |
| 2022-09-30 | $8.3M | 101k | 82.45 |
| 2022-06-30 | $9.2M | 104k | 89.03 |
| 2022-03-31 | $11M | 108k | 102.39 |
| 2021-12-31 | $17M | 160k | 104.49 |
| 2021-09-30 | $16M | 158k | 100.67 |
| 2021-06-30 | $17M | 156k | 105.43 |
| 2021-03-31 | $16M | 157k | 100.74 |
| 2020-12-31 | $12M | 150k | 81.31 |
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