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iShares S&P SmallCap 600 Value Idx shares owned by GW & Wade

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

Historical chart of GW & Wade 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 GW & Wade 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 GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.9M 48k 103.07
2023-09-30 $4.3M 48k 89.23
2023-06-30 $4.5M 47k 95.09
2023-03-31 $4.3M 46k 93.59
2022-12-31 $4.1M 45k 91.30
2022-09-30 $2.4M 30k 82.44
2022-06-30 $2.6M 29k 89.04
2022-03-31 $3.0M 29k 102.39
2021-12-31 $3.0M 29k 104.49
2021-09-30 $3.6M 36k 100.66
2021-06-30 $3.8M 36k 105.42
2021-03-31 $3.9M 39k 100.74
2020-12-31 $1.3M 16k 81.29

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

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