iShares S&P SmallCap 600 Value Idx shares owned by UMA Financial Services
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services 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 UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 17k | 94.66 |
| 2023-12-31 | $1.7M | 17k | 99.95 |
| 2023-09-30 | $1.5M | 17k | 87.12 |
| 2023-06-30 | $1.6M | 17k | 95.75 |
| 2023-03-31 | $1.6M | 17k | 92.83 |
| 2022-12-31 | $2.0M | 20k | 98.65 |
| 2022-09-30 | $1.9M | 21k | 87.32 |
| 2022-06-30 | $2.4M | 24k | 97.02 |
| 2022-03-31 | $2.9M | 29k | 99.67 |
| 2021-12-31 | $3.1M | 30k | 105.74 |
| 2021-09-30 | $3.2M | 31k | 103.79 |
| 2021-06-30 | $3.0M | 31k | 98.83 |
| 2021-03-31 | $3.2M | 31k | 102.10 |
| 2020-12-31 | $3.1M | 34k | 92.34 |
| 2020-09-30 | $2.5M | 38k | 64.84 |
| 2020-06-30 | $2.6M | 19k | 133.68 |
| 2020-03-31 | $2.0M | 20k | 101.42 |
| 2019-12-31 | $2.6M | 17k | 159.03 |
| 2019-09-30 | $2.6M | 17k | 158.13 |
Top funds holding iShares S&P SmallCap 600 Value Idx
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