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

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

Historical chart of Warner Financial 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 Warner Financial 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 Warner Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $258k 2.5k 102.91

More positions owned by Warner Financial

Vanguard Large Cap Value Index ETF Etf (VTV)
Vanguard Large Cap Growth Index ETF Etf (VUG)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Vanguard Dividend Appreciation Index ETF Etf (VIG)
Invesco QQQ ETF Etf (QQQ)
Vanguard Mid Cap Index ETF Etf (VO)
Schwab US Large Cap Growth ETF Etf (SCHG)
Vanguard S&P 500 ETF Etf (VOO)
iShares Edge MSCI USA Quality Factor ETF Etf (QUAL)
Schwab International Equity ETF Etf (SCHF)
Vanguard Small Cap Index ETF Etf (VB)
iShares Core S&P 500 ETF Etf (IVV)
Vanguard Small Cap Value Index ETF Etf (VBR)
Vanguard Total International Stock ETF Etf (VXUS)
Vanguard Small Cap Growth Index ETF Etf (VBK)

View all positions for Warner Financial

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
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UBS Group
Prime Capital Investment Advisors
Modera Wealth Management
Pnc Financial Services
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