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iShares S&P SmallCap 600 Value Idx shares owned by BFSG

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

Historical chart of BFSG 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 BFSG 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 BFSG

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 23k 102.76
2023-12-31 $3.0M 29k 103.07
2023-09-30 $4.2M 47k 89.21
2023-06-30 $8.0M 84k 95.09
2023-03-31 $7.3M 78k 93.59
2022-12-31 $6.9M 76k 91.31
2022-09-30 $7.1M 86k 82.45
2022-06-30 $7.8M 88k 89.03
2022-03-31 $8.7M 85k 102.39
2021-12-31 $7.9M 76k 104.49
2021-09-30 $6.6M 65k 100.68
2021-06-30 $6.2M 59k 105.43
2021-03-31 $4.5M 45k 100.74

More positions owned by BFSG

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard World Energy Etf (VDE)
Ishares Gold Tr Ishares New (IAU)
Church & Dwight (CHD)
CSX Corporation (CSX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Raytheon Technologies Corp (RTX)
Exxon Mobil Corporation (XOM)
Costco Wholesale Corporation (COST)

View all positions for BFSG

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
M^T Bank Corporation
Regions Bank
Advisor Group Holdings
Wells Fargo & Company
UBS Group
Prime Capital Investment Advisors
Modera Wealth Management
Pnc Financial Services
Goldman Sachs Group
Commonwealth Equity Services
Bessemer
Royal Bank of Canada
Bank Of Montreal
One Capital Management

View all funds holding iShares S&P SmallCap 600 Value Idx