Ownership history in SPC Financial, Inc. · 60 quarters on record
This page tracks every 13F SEC filing in which SPC Financial, Inc. reported a position in ISHARES TR S&P SMLCP VALU (IJS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 248,201 | -42 | -0.0% | 2.14% | $27.4M | $109.88 |
| 2025 Q2 | ADDED | 248,243 | +5,282 | +2.2% | 2.07% | $24.7M | $98.40 |
| 2025 Q1 | ADDED | 242,961 | +2,984 | +1.2% | 2.08% | $23.7M | $95.98 |
| 2024 Q4 | ADDED | 239,977 | +4,843 | +2.1% | 2.27% | $26.1M | $106.56 |
| 2024 Q3 | REDUCED | 235,134 | -6,500 | -2.7% | 2.23% | $25.3M | $105.13 |
| 2024 Q2 | ADDED | 241,634 | +2,209 | +0.9% | 2.18% | $23.5M | $94.49 |
| 2024 Q1 | ADDED | 239,425 | +5,418 | +2.3% | 2.31% | $24.6M | $99.34 |
| 2023 Q4 | REDUCED | 234,007 | -3,890 | -1.6% | 2.46% | $24.1M | $99.28 |
| 2023 Q3 | ADDED | 237,897 | +430 | +0.2% | 2.38% | $21.2M | $85.75 |
| 2023 Q2 | ADDED | 237,467 | +6,470 | +2.8% | 2.44% | $22.6M | $90.86 |
As of 2025 Q4 — sorted by position size