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iShares S&P SmallCap 600 Value Idx shares owned by Prosperity Planning

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Prosperity Planning from 13F filings

Historical chart of Prosperity Planning 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 Prosperity Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Prosperity Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $239k 2.3k 102.76
2023-12-31 $250k 2.4k 103.07
2023-09-30 $220k 2.5k 89.22
2023-06-30 $240k 2.5k 95.09
2023-03-31 $236k 2.5k 93.59
2022-12-31 $232k 2.7k 86.93
2022-09-30 $220k 2.7k 82.52
2022-06-30 $287k 2.7k 107.65
2022-03-31 $273k 2.7k 102.40
2021-12-31 $279k 2.7k 104.65
2021-09-30 $268k 2.7k 100.53
2021-06-30 $281k 2.7k 105.40
2021-03-31 $269k 2.7k 100.90
2020-12-31 $224k 2.8k 81.40