iShares S&P SmallCap 600 Value Idx shares owned by Soundmark Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Soundmark Wealth Management
from 13F filings
Historical chart of Soundmark Wealth Management 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 Soundmark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.6M | 55k | 102.76 |
| 2023-12-31 | $5.8M | 56k | 103.07 |
| 2023-09-30 | $5.2M | 59k | 89.22 |
| 2023-06-30 | $5.0M | 53k | 95.09 |
| 2023-03-31 | $5.1M | 54k | 93.59 |
| 2022-12-31 | $5.1M | 56k | 91.31 |
| 2022-09-30 | $4.6M | 56k | 82.45 |
| 2022-06-30 | $5.1M | 57k | 89.03 |
| 2022-03-31 | $5.8M | 57k | 102.38 |
| 2021-12-31 | $5.9M | 57k | 104.48 |
| 2021-09-30 | $8.7M | 86k | 100.66 |
| 2021-06-30 | $9.1M | 87k | 104.72 |
| 2021-03-31 | $8.8M | 87k | 100.76 |
| 2020-12-31 | $7.2M | 89k | 81.31 |
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