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SIMA Wealth Partners »

iShares S&P SmallCap 600 Value Idx shares owned by SIMA Wealth Partners

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by SIMA Wealth Partners from 13F filings

Historical chart of SIMA Wealth Partners 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 SIMA Wealth Partners 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 SIMA Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$12k	89	136.55
2026-03-31	$11k	89	118.34
2025-12-31	$12k	109	113.73
2025-09-30	$30k	272	110.68
2025-06-30	$39k	390	99.55
2025-03-31	$43k	440	97.53
2024-12-31	$48k	440	108.66
2024-09-30	$58k	540	107.70
2024-06-30	$53k	540	97.31

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

Spdr Series Trust ST STR P500GRW (SPYG)

J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)

Ishares Tr Usd Inv Grde Etf (USIG)

Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

Ishares Tr Mbs Etf (MBB)

J P Morgan Exchange Traded F Active Value Etf (JAVA)

Schwab Strategic Tr Int-trm U.s Tres (SCHR)

Spdr Series Trust St Str P500val (SPYV)

Ishares Tr S&p 500 Grwt Etf (IVW)

Ishares Tr S&p 500 Val Etf (IVE)

Schwab Strategic Tr Sht Tm Us Tres (SCHO)

Spdr Series Trust St Str P400mid (SPMD)

Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

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