Yale Capital Corp. »

iShares S&P SmallCap 600 Value Idx shares owned by Yale Capital Corp.

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Yale Capital Corp. from 13F filings

Historical chart of Yale Capital Corp. 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 Yale Capital Corp. consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Yale Capital Corp.

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.3M 37k 89.22
2023-06-30 $3.5M 37k 95.09
2023-03-31 $3.5M 37k 93.59
2022-12-31 $3.4M 37k 91.31
2022-09-30 $3.2M 39k 82.44
2022-06-30 $3.4M 39k 89.04
2022-03-31 $3.9M 39k 102.39
2021-12-31 $4.0M 39k 104.49
2021-09-30 $3.9M 39k 100.68
2021-06-30 $4.1M 39k 105.43
2021-03-31 $3.9M 39k 100.73
2020-12-31 $3.1M 38k 81.32
2020-09-30 $2.4M 19k 122.44
2020-06-30 $2.3M 19k 120.36
2020-03-31 $1.9M 19k 99.95
2019-12-31 $4.0M 25k 160.79
2019-09-30 $3.8M 25k 150.19
2019-06-30 $3.7M 25k 148.63
2019-03-31 $7.4M 50k 147.56
2018-12-31 $3.3M 25k 131.84
2018-09-30 $4.2M 25k 166.94
2018-06-30 $4.1M 25k 163.27
2018-03-31 $3.8M 25k 150.83
2017-12-31 $3.9M 25k 153.58
2017-09-30 $3.7M 25k 148.32
2017-06-30 $3.5M 25k 139.82
2017-03-31 $3.5M 25k 138.66
2016-12-31 $3.5M 25k 140.02
2016-09-30 $3.1M 25k 124.83
2016-06-30 $2.9M 25k 116.85
2016-03-31 $2.8M 25k 113.30
2015-12-31 $2.7M 25k 108.16
2015-09-30 $2.6M 25k 104.79
2015-06-30 $3.0M 25k 117.78
2015-03-31 $3.0M 25k 118.93
2014-12-31 $3.0M 25k 117.93
2014-09-30 $2.7M 25k 107.27
2014-06-30 $2.9M 25k 115.44
2014-03-31 $2.9M 25k 113.46
2013-12-31 $2.8M 25k 111.28
2013-09-30 $2.6M 25k 102.23
2013-06-30 $2.4M 25k 93.43

More positions owned by Yale Capital Corp.

Jabil Circuit (JBL)
Enterprise Products Partners (EPD)
Cintas Corporation (CTAS)
Apple (AAPL)
Home Depot (HD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Nike CL B (NKE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Energy Transfer Com Ut Ltd Ptn (ET)
Msci (MSCI)
Blackstone Group Inc Com Cl A (BX)
Bank of America Corporation (BAC)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Yale Capital Corp.

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