iShares S&P SmallCap 600 Value Idx shares owned by Stonebridge Financial Planning Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Stonebridge Financial Planning Group
from 13F filings
Historical chart of Stonebridge Financial Planning Group 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 Stonebridge Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $218k | 2.2k | 99.51 |
| 2025-03-31 | $291k | 3.0k | 97.49 |
| 2024-12-31 | $373k | 3.4k | 108.62 |
| 2024-09-30 | $360k | 3.3k | 107.67 |
| 2024-03-31 | $468k | 4.6k | 102.76 |
| 2023-12-31 | $475k | 4.6k | 103.07 |
| 2023-09-30 | $430k | 4.8k | 89.21 |
| 2023-06-30 | $482k | 5.1k | 95.08 |
| 2023-03-31 | $457k | 4.9k | 93.58 |
| 2022-12-31 | $378k | 4.1k | 91.32 |
| 2022-09-30 | $346k | 4.2k | 82.54 |
| 2022-06-30 | $424k | 4.8k | 89.04 |
| 2022-03-31 | $612k | 6.0k | 102.41 |
| 2021-12-31 | $554k | 5.6k | 98.16 |
| 2021-09-30 | $562k | 5.2k | 108.77 |
| 2021-06-30 | $992k | 9.5k | 104.29 |
| 2021-03-31 | $595k | 5.9k | 101.52 |
More positions owned by Stonebridge Financial Planning Group
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