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

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

Historical chart of Sterling 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 Sterling 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 Sterling Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $262k 2.5k 103.08

More positions owned by Sterling Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Hubbell (HUBB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Etf (DFUS)

View all positions for Sterling Wealth Management

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
UBS Group
Prime Capital Investment Advisors
Modera Wealth Management
Pnc Financial Services
LPL Financial
Goldman Sachs Group
Commonwealth Equity Services
Bessemer
Royal Bank of Canada
Bank Of Montreal
One Capital Management

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