iShares S&P SmallCap 600 Value Idx shares owned by Willner & Heller
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Willner & Heller
from 13F filings
Historical chart of Willner & Heller investment in iShares S&P SmallCap 600 Value Idx
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All positions including iShares S&P SmallCap 600 Value Idx held by Willner & Heller consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Willner & Heller
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $345k | 3.2k | 107.64 |
2024-06-30 | $310k | 3.2k | 97.27 |
2024-03-31 | $366k | 3.6k | 102.75 |
2023-12-31 | $364k | 3.5k | 103.08 |
2022-12-31 | $308k | 3.4k | 91.32 |
2022-09-30 | $248k | 3.0k | 82.31 |
2022-06-30 | $267k | 3.0k | 89.15 |
2022-03-31 | $302k | 2.9k | 104.32 |
2021-12-31 | $279k | 2.8k | 100.65 |
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