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iShares S&P SmallCap 600 Value Idx shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 123k 103.07
2023-09-30 $10M 116k 89.22
2023-06-30 $12M 123k 95.09
2023-03-31 $11M 121k 93.59
2022-12-31 $11M 123k 91.31
2022-09-30 $8.7M 105k 82.45
2022-06-30 $9.8M 110k 89.03
2022-03-31 $7.9M 77k 102.39
2021-12-31 $5.9M 57k 104.50
2021-09-30 $4.8M 48k 100.66
2021-06-30 $3.6M 34k 105.44
2021-03-31 $3.2M 32k 100.76
2020-12-31 $264k 3.2k 81.28
2020-09-30 $188k 1.5k 124.26
2020-06-30 $198k 1.7k 117.93
2020-03-31 $152k 1.6k 92.80
2019-12-31 $263k 1.6k 160.76
2019-09-30 $219k 1.5k 150.10
2019-06-30 $288k 1.9k 148.38
2019-03-31 $212k 1.4k 147.43
2018-12-31 $147k 1.1k 131.48
2018-09-30 $340k 2.0k 167.49
2018-06-30 $157k 958 163.88
2018-03-31 $138k 934 147.75
2017-12-31 $120k 779 154.04
2017-09-30 $124k 834 148.68
2017-06-30 $91k 654 139.14
2016-12-31 $60k 428 140.19
2016-06-30 $50k 428 116.82
2016-03-31 $49k 428 114.49
2014-03-31 $14k 125 112.00

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

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