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iShares S&P SmallCap 600 Value Idx shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers 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 Jackson, Grant Investment Advisers 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 Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $188k 1.8k 102.74
2023-12-31 $187k 1.8k 103.07
2023-09-30 $162k 1.8k 89.23
2023-06-30 $172k 1.8k 95.07
2023-03-31 $168k 1.8k 93.59
2022-12-31 $163k 1.8k 91.29
2022-09-30 $147k 1.8k 82.35
2022-06-30 $158k 1.8k 89.06
2022-03-31 $181k 1.8k 102.38
2021-12-31 $184k 1.8k 104.37
2021-09-30 $177k 1.8k 100.85
2021-06-30 $184k 1.7k 105.38
2021-03-31 $176k 1.7k 101.03
2020-12-31 $141k 1.7k 81.22
2020-09-30 $106k 868 122.12
2020-06-30 $104k 864 120.37
2020-03-31 $86k 860 100.00
2019-12-31 $138k 856 161.21
2019-09-30 $128k 851 150.41
2019-06-30 $126k 847 148.76
2019-03-31 $125k 844 148.10
2018-12-31 $111k 841 131.99
2018-09-30 $139k 834 166.67
2018-06-30 $136k 831 163.66
2018-03-31 $125k 831 150.42
2017-12-31 $127k 828 153.38
2017-09-30 $122k 822 148.42
2017-06-30 $115k 820 140.24
2017-03-31 $113k 816 138.48
2016-12-31 $114k 816 139.71
2016-09-30 $101k 811 124.54
2016-06-30 $95k 811 117.14
2016-03-31 $91k 805 113.04
2015-12-31 $87k 802 108.48

More positions owned by Jackson, Grant Investment Advisers

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Abbvie (ABBV)
Procter & Gamble Company (PG)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Pfd And Incm Sec (PFF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Jackson, Grant Investment Advisers

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
FMR
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
UBS Group
Prime Capital Investment Advisors
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
LPL Financial
Commonwealth Equity Services
Bessemer
Royal Bank of Canada

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