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iShares S&P SmallCap 600 Value Idx shares owned by Planning Alternatives

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

Historical chart of Planning Alternatives 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 Planning Alternatives 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 Planning Alternatives

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 $967k 11k 89.22
2023-06-30 $1.0M 11k 95.09
2023-03-31 $1.0M 11k 93.59
2022-12-31 $989k 11k 91.31
2022-09-30 $895k 11k 82.47
2022-06-30 $966k 11k 89.02
2022-03-31 $1.1M 11k 102.38
2021-12-31 $1.1M 11k 104.50
2021-09-30 $1.1M 11k 100.63
2021-06-30 $1.1M 11k 105.42
2021-03-31 $1.1M 11k 100.78
2020-12-31 $896k 11k 81.28
2020-09-30 $678k 5.5k 122.45
2020-06-30 $666k 5.5k 120.28
2020-03-31 $618k 6.2k 99.97
2019-12-31 $1.0M 6.2k 160.85
2019-09-30 $947k 6.3k 150.20
2019-06-30 $968k 6.5k 148.58
2019-03-31 $1.1M 7.2k 147.61
2018-12-31 $979k 7.4k 131.80
2018-09-30 $1.3M 8.0k 166.89
2018-06-30 $1.3M 8.1k 163.24
2017-12-31 $2.3M 15k 153.57
2017-09-30 $2.3M 16k 148.28
2017-06-30 $2.3M 17k 139.84
2017-03-31 $2.4M 18k 138.63
2016-12-31 $2.6M 18k 140.02
2016-09-30 $2.4M 19k 124.79
2016-06-30 $2.3M 20k 116.83
2016-03-31 $2.3M 21k 113.31
2015-12-31 $2.3M 22k 108.14
2015-09-30 $2.5M 24k 104.77
2015-06-30 $3.3M 28k 117.75
2015-03-31 $3.4M 29k 118.91
2014-12-31 $3.5M 29k 117.95
2014-09-30 $3.2M 30k 107.29
2014-06-30 $3.7M 32k 115.45
2014-03-31 $3.4M 30k 113.47
2013-12-31 $3.4M 31k 109.65

More positions owned by Planning Alternatives

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)

View all positions for Planning Alternatives

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