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

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

Historical chart of Plante Moran 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 Plante Moran 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 Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $167k 1.6k 103.07
2023-09-30 $145k 1.6k 89.22
2023-06-30 $165k 1.7k 95.09
2023-03-31 $152k 1.6k 93.59
2022-12-31 $149k 1.6k 91.31
2022-09-30 $147k 1.8k 82.31
2022-06-30 $163k 1.8k 88.93
2022-03-31 $183k 1.8k 102.46
2021-12-31 $187k 1.8k 104.70
2021-09-30 $180k 1.8k 100.78
2021-06-30 $188k 1.8k 105.26
2021-03-31 $180k 1.8k 100.78
2020-12-31 $135k 1.7k 81.13
2020-09-30 $102k 832 122.60
2020-06-30 $100k 832 120.19
2020-03-31 $83k 832 99.76
2019-12-31 $202k 1.3k 160.70
2019-09-30 $291k 1.9k 150.39
2019-06-30 $191k 1.3k 148.29
2019-03-31 $1.9M 13k 147.54
2018-12-31 $1.7M 13k 131.84
2018-09-30 $2.6M 16k 166.92
2018-06-30 $231k 1.4k 163.48
2018-03-31 $133k 883 150.62
2017-12-31 $136k 883 154.02
2017-09-30 $131k 883 148.36
2017-06-30 $125k 893 139.98
2017-03-31 $122k 883 138.17
2016-12-31 $124k 883 140.43
2016-09-30 $15k 121 123.97
2016-06-30 $14k 121 115.70
2016-03-31 $25k 221 113.12
2015-12-31 $7.0k 65 107.69
2015-09-30 $7.0k 65 107.69
2015-06-30 $8.0k 65 123.08
2015-03-31 $8.0k 65 123.08
2014-12-31 $8.0k 65 123.08
2014-09-30 $7.0k 65 107.69

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Pepsico Stock (PEP)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Large-cap Etf Etf (VV)
Stryker Corporation Stock (SYK)
Yum Brands Stock (YUM)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Small Cap Value Etf Etf (VBR)
Spdr S&p 500 Etf Trust Etf (SPY)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Yum China Hldgs Stock (YUMC)

View all positions for Plante Moran Financial Advisors

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