iShares S&P SmallCap 600 Value Idx shares owned by Wealth Management Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Wealth Management Partners
from 13F filings
Historical chart of Wealth Management Partners 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 Management Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 11k | 102.76 |
| 2023-12-31 | $1.1M | 11k | 103.07 |
| 2023-09-30 | $980k | 11k | 89.22 |
| 2023-06-30 | $1.1M | 12k | 95.09 |
| 2023-03-31 | $1.1M | 12k | 93.59 |
| 2022-12-31 | $1.1M | 12k | 93.43 |
| 2022-09-30 | $1.1M | 13k | 84.62 |
| 2022-06-30 | $1.2M | 13k | 90.08 |
| 2022-03-31 | $1.4M | 13k | 105.92 |
| 2021-12-31 | $1.4M | 14k | 101.43 |
| 2021-09-30 | $1.4M | 14k | 105.42 |
| 2021-06-30 | $1.4M | 14k | 105.42 |
| 2021-03-31 | $1.4M | 14k | 100.91 |
| 2020-12-31 | $1.3M | 15k | 89.45 |
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