iShares S&P SmallCap 600 Value Idx shares owned by Wealth Dimensions Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Wealth Dimensions Group
from 13F filings
Historical chart of Wealth Dimensions 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 Wealth Dimensions Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $378k | 3.5k | 107.66 |
| 2024-06-30 | $359k | 3.7k | 97.27 |
| 2024-03-31 | $420k | 4.1k | 102.76 |
| 2023-12-31 | $449k | 4.4k | 103.07 |
| 2023-09-30 | $366k | 4.1k | 89.22 |
| 2023-06-30 | $417k | 4.4k | 95.09 |
| 2023-03-31 | $420k | 4.5k | 93.59 |
| 2022-12-31 | $412k | 4.5k | 91.31 |
| 2022-09-30 | $372k | 4.5k | 82.52 |
| 2022-06-30 | $401k | 4.5k | 88.95 |
| 2022-03-31 | $481k | 4.7k | 102.47 |
| 2021-12-31 | $492k | 4.7k | 104.57 |
| 2021-09-30 | $487k | 4.8k | 100.74 |
| 2021-06-30 | $510k | 4.8k | 105.50 |
| 2021-03-31 | $515k | 5.1k | 100.66 |
| 2020-12-31 | $457k | 5.6k | 81.39 |
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