iShares S&P SmallCap 600 Value Idx shares owned by Wealthsource Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource 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 Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.0M | 20k | 103.07 |
| 2023-09-30 | $1.8M | 20k | 89.22 |
| 2023-06-30 | $1.9M | 20k | 95.09 |
| 2023-03-31 | $1.9M | 20k | 93.59 |
| 2022-12-31 | $2.0M | 22k | 91.31 |
| 2022-09-30 | $2.1M | 25k | 82.45 |
| 2022-06-30 | $13M | 149k | 89.03 |
| 2022-03-31 | $2.1M | 21k | 102.37 |
| 2021-12-31 | $2.1M | 21k | 104.50 |
| 2021-09-30 | $2.1M | 21k | 100.68 |
| 2021-06-30 | $2.2M | 21k | 105.45 |
| 2021-03-31 | $2.3M | 23k | 100.74 |
| 2020-12-31 | $1.9M | 23k | 81.30 |
| 2020-09-30 | $2.6M | 22k | 122.40 |
| 2020-06-30 | $2.6M | 22k | 120.38 |
| 2020-03-31 | $1.7M | 17k | 99.92 |
| 2018-09-30 | $242k | 1.5k | 166.78 |
| 2018-06-30 | $447k | 2.7k | 163.32 |
| 2018-03-31 | $874k | 6.3k | 138.60 |
| 2017-12-31 | $944k | 6.1k | 153.52 |
| 2017-09-30 | $1.0M | 6.8k | 148.36 |
| 2017-06-30 | $925k | 6.6k | 139.83 |
| 2017-03-31 | $874k | 6.3k | 138.60 |
| 2016-12-31 | $1.4M | 10k | 140.00 |
| 2016-09-30 | $1.6M | 13k | 124.79 |
| 2016-06-30 | $962k | 8.2k | 116.85 |
| 2016-03-31 | $413k | 3.6k | 113.43 |
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