iShares S&P SmallCap 600 Value Idx shares owned by ERTS Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by ERTS Wealth Advisors
from 13F filings
Historical chart of ERTS Wealth Advisors 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 ERTS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $997k | 9.7k | 102.76 |
| 2023-12-31 | $1.0M | 9.9k | 103.08 |
| 2023-09-30 | $902k | 10k | 89.22 |
| 2023-06-30 | $939k | 9.9k | 95.09 |
| 2023-03-31 | $895k | 9.6k | 93.59 |
| 2022-12-31 | $1.3M | 14k | 91.31 |
| 2022-09-30 | $1.2M | 15k | 82.46 |
| 2022-06-30 | $1.3M | 15k | 89.06 |
| 2022-03-31 | $1.5M | 14k | 102.41 |
| 2021-12-31 | $1.2M | 12k | 104.24 |
| 2021-09-30 | $1.1M | 11k | 100.75 |
| 2021-06-30 | $1.1M | 11k | 105.52 |
| 2021-03-31 | $1.5M | 15k | 100.72 |
| 2020-12-31 | $1.4M | 18k | 81.28 |
| 2020-09-30 | $1.1M | 9.2k | 122.41 |
| 2020-06-30 | $1.3M | 11k | 120.36 |
| 2020-03-31 | $1.2M | 12k | 99.95 |
| 2019-12-31 | $188k | 1.4k | 131.93 |
| 2019-09-30 | $401k | 2.7k | 150.36 |
| 2019-06-30 | $416k | 2.8k | 148.62 |
| 2019-03-31 | $383k | 2.6k | 147.59 |
| 2018-12-31 | $188k | 1.4k | 131.93 |
Top funds holding iShares S&P SmallCap 600 Value Idx
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