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iShares S&P SmallCap 600 Value Idx shares owned by PBMares Wealth Management

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

Historical chart of PBMares 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 PBMares 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 PBMares Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 11k 102.76
2023-12-31 $1.1M 11k 103.07
2023-09-30 $982k 11k 89.22
2023-06-30 $1.0M 11k 95.09
2023-03-31 $1.0M 11k 93.59
2022-12-31 $1.1M 12k 91.31
2022-09-30 $1.2M 15k 82.45
2022-06-30 $1.3M 15k 89.01
2022-03-31 $1.5M 15k 102.36
2021-12-31 $1.6M 15k 104.47
2021-09-30 $1.6M 16k 100.69
2021-06-30 $1.6M 15k 105.44
2021-03-31 $1.6M 16k 100.73
2020-12-31 $1.5M 18k 81.32
2020-09-30 $1.1M 9.0k 122.41
2020-06-30 $1.0M 8.4k 120.40
2020-03-31 $1.0M 10k 99.89
2019-12-31 $1.6M 10k 160.79

More positions owned by PBMares Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Exxon Mobil Corporation (XOM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for PBMares Wealth Management

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