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iShares S&P SmallCap 600 Value Idx shares owned by Evensky & Katz

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

Historical chart of Evensky & Katz 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 Evensky & Katz 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 Evensky & Katz

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.2M 51k 102.75
2023-12-31 $5.3M 52k 103.07
2023-09-30 $4.6M 52k 89.22
2023-06-30 $5.2M 55k 95.09
2023-03-31 $5.2M 55k 93.58
2022-12-31 $5.7M 62k 91.32
2022-09-30 $5.8M 71k 82.45
2022-06-30 $6.8M 77k 89.03
2022-03-31 $8.7M 85k 102.39
2021-12-31 $9.3M 89k 104.49
2021-09-30 $9.5M 94k 100.67
2021-06-30 $9.8M 93k 105.43
2021-03-31 $9.2M 91k 100.74
2020-12-31 $7.0M 86k 81.30
2020-09-30 $5.1M 42k 122.43
2020-06-30 $4.6M 38k 120.36
2020-03-31 $747k 7.5k 99.88
2019-12-31 $1.2M 7.6k 160.70
2019-09-30 $1.1M 7.6k 150.22
2019-06-30 $1.1M 7.4k 148.61
2019-03-31 $1.1M 7.6k 147.47
2018-12-31 $1.0M 7.8k 131.77
2018-09-30 $1.2M 7.4k 166.87
2018-06-30 $1.2M 7.5k 163.18
2018-03-31 $1.1M 7.5k 150.81
2017-12-31 $1.2M 7.7k 153.58
2017-09-30 $1.1M 7.1k 148.24
2017-06-30 $989k 7.1k 139.69
2017-03-31 $992k 7.2k 138.20
2016-12-31 $1.2M 8.7k 140.01
2016-09-30 $1.1M 8.6k 124.75
2016-06-30 $1.0M 8.8k 116.73
2016-03-31 $1.1M 9.8k 113.33
2015-12-31 $6.1M 13k 486.13
2015-09-30 $1.2M 11k 104.72
2015-06-30 $1.4M 12k 117.75
2015-03-31 $1.5M 13k 118.84
2014-06-30 $42k 366 114.75
2014-03-31 $46k 410 112.20
2013-12-31 $45k 410 109.76
2013-09-30 $48k 473 101.48
2013-06-30 $44k 472 93.22

More positions owned by Evensky & Katz

Schwab U S Broad Market ETF (SCHB)
Dimensional International Core Equity 2 ETF (DFIC)
iShares S&P 1500 Index Fund (ITOT)
iShares Russell 3000 Index (IWV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
iShares S&P MidCap 400 Value Index (IJJ)
Vanguard Sht Term Govt Bond ETF (VGSH)
Vanguard Total Stock Market ETF (VTI)
Dimensional Etf Trust (DFEM)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Invesco Qqq Trust Series 1 (QQQ)
Vanguard Dividend Appreciation ETF (VIG)
Pacer Fds Tr us cash cows 100 (COWZ)
Ishares Inc msci world idx (URTH)
John Hancock Exchange Traded multi intl etf (JHMD)

View all positions for Evensky & Katz

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
Wells Fargo & Company
Regions Bank
Advisor Group Holdings
UBS Group
M^T Bank Corporation
Prime Capital Investment Advisors
CI Private Wealth
Modera Wealth Management
Pnc Financial Services
Goldman Sachs Group
Orion Portfolio Solutions
Commonwealth Equity Services
Bessemer
HighTower Advisors

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