iShares S&P SmallCap 600 Value Idx shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA 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 SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 28k | 110.59 |
| 2025-06-30 | $2.9M | 29k | 99.49 |
| 2025-03-31 | $3.0M | 31k | 97.48 |
| 2024-12-31 | $3.4M | 31k | 108.61 |
| 2024-09-30 | $3.4M | 32k | 107.66 |
| 2024-06-30 | $3.3M | 34k | 97.27 |
| 2024-03-31 | $3.7M | 36k | 102.76 |
| 2023-12-31 | $3.7M | 36k | 103.07 |
| 2023-09-30 | $3.3M | 37k | 89.22 |
| 2023-06-30 | $3.9M | 41k | 95.09 |
| 2023-03-31 | $4.9M | 52k | 93.59 |
| 2022-12-31 | $4.8M | 52k | 91.31 |
| 2022-09-30 | $4.3M | 52k | 82.44 |
| 2022-06-30 | $4.3M | 49k | 89.02 |
| 2022-03-31 | $4.9M | 48k | 102.39 |
| 2021-12-31 | $4.9M | 47k | 104.55 |
| 2021-09-30 | $4.6M | 46k | 100.66 |
| 2021-06-30 | $4.8M | 46k | 105.43 |
| 2021-03-31 | $4.7M | 47k | 100.74 |
| 2020-12-31 | $5.1M | 55k | 93.22 |
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