iShares S&P SmallCap 600 Value Idx shares owned by Sterling Financial Planning
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Sterling Financial Planning
from 13F filings
Historical chart of Sterling Financial Planning 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 Sterling Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.8M | 79k | 110.59 |
| 2025-06-30 | $8.0M | 81k | 99.49 |
| 2025-03-31 | $7.8M | 80k | 97.48 |
| 2024-12-31 | $8.8M | 81k | 108.61 |
| 2024-09-30 | $8.8M | 82k | 107.66 |
| 2024-06-30 | $8.1M | 83k | 97.27 |
| 2024-03-31 | $8.7M | 84k | 102.76 |
| 2023-12-31 | $8.9M | 87k | 103.07 |
| 2023-09-30 | $7.7M | 86k | 89.22 |
| 2023-06-30 | $8.4M | 88k | 95.09 |
| 2023-03-31 | $8.4M | 90k | 93.59 |
| 2022-12-31 | $8.5M | 93k | 91.31 |
| 2022-09-30 | $7.6M | 92k | 82.45 |
| 2022-06-30 | $7.8M | 88k | 89.03 |
| 2022-03-31 | $8.7M | 85k | 102.39 |
| 2021-12-31 | $8.7M | 84k | 104.49 |
| 2021-09-30 | $8.2M | 82k | 100.67 |
| 2021-06-30 | $8.4M | 80k | 105.43 |
| 2021-03-31 | $7.7M | 77k | 100.74 |
| 2020-12-31 | $6.0M | 74k | 81.31 |
More positions owned by Sterling Financial Planning
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Top funds holding iShares S&P SmallCap 600 Value Idx
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