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iShares S&P SmallCap 600 Value Idx shares owned by Graves-Light Private Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Graves-Light Private Wealth Management from 13F filings

Historical chart of Graves-Light Private Wealth Management 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 Graves-Light Private Wealth Management 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.6M 35k 103.07
2023-09-30 $3.0M 34k 86.34
2023-06-30 $3.1M 33k 95.09
2023-03-31 $2.9M 31k 93.59
2022-12-31 $2.8M 30k 91.31
2022-09-30 $2.3M 29k 82.46
2022-06-30 $2.7M 31k 89.03
2022-03-31 $2.2M 22k 102.37
2021-12-31 $1.4M 13k 104.49
2021-09-30 $736k 7.3k 100.66
2021-06-30 $121k 1.1k 105.86

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private Wealth Management

Top funds holding iShares S&P SmallCap 600 Value Idx

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

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