iShares S&P SmallCap 600 Value Idx shares owned by Ulland Investment Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Ulland Investment Advisors
from 13F filings
Historical chart of Ulland Investment Advisors 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 Ulland Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Ulland Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $28k | 250 | 112.00 |
| 2025-09-30 | $28k | 250 | 112.00 |
| 2025-06-30 | $25k | 250 | 100.00 |
| 2025-03-31 | $24k | 250 | 96.00 |
| 2024-12-31 | $27k | 250 | 108.00 |
| 2024-09-30 | $27k | 250 | 108.00 |
| 2024-06-30 | $24k | 250 | 96.00 |
| 2024-03-31 | $26k | 250 | 104.00 |
| 2023-12-31 | $26k | 250 | 104.00 |
| 2023-09-30 | $22k | 250 | 88.00 |
| 2023-06-30 | $24k | 250 | 96.00 |
| 2023-03-31 | $23k | 250 | 92.00 |
| 2022-12-31 | $23k | 250 | 92.00 |
| 2022-09-30 | $21k | 250 | 84.00 |
| 2022-06-30 | $22k | 250 | 88.00 |
| 2022-03-31 | $26k | 250 | 104.00 |
| 2021-12-31 | $26k | 250 | 104.00 |
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