iShares S&P SmallCap 600 Value Idx shares owned by Crestwood Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood 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 Crestwood Advisors 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 Crestwood Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $300k | 2.9k | 102.76 |
2023-12-31 | $330k | 3.2k | 103.07 |
2023-09-30 | $295k | 3.3k | 89.22 |
2017-03-31 | $14k | 100 | 140.00 |
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