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

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

Historical chart of AllSquare 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 AllSquare 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 AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $173k 1.8k 97.27
2024-03-31 $183k 1.8k 102.76
2023-12-31 $184k 1.8k 103.07
2023-09-30 $159k 1.8k 89.22
2023-06-30 $159k 1.8k 89.22
2023-03-31 $167k 1.8k 93.59
2022-12-31 $163k 1.8k 91.31
2022-09-30 $147k 1.8k 82.49
2022-06-30 $144k 1.6k 89.33
2022-03-31 $165k 1.6k 102.36
2021-12-31 $168k 1.6k 104.22
2021-09-30 $162k 1.6k 100.50
2021-06-30 $170k 1.6k 105.46
2021-03-31 $162k 1.6k 100.50
2020-12-31 $131k 1.6k 81.27
2020-09-30 $99k 806 122.83
2020-06-30 $97k 806 120.35
2018-03-31 $18k 120 150.00
2017-12-31 $18k 120 150.00
2017-09-30 $18k 120 150.00
2017-03-31 $17k 120 141.67
2016-12-31 $17k 120 141.67
2016-09-30 $15k 120 125.00
2016-06-30 $14k 120 116.67
2016-03-31 $14k 120 116.67
2015-12-31 $13k 120 108.33
2015-09-30 $13k 120 108.33
2015-06-30 $14k 120 116.67
2015-03-31 $14k 120 116.67
2014-12-31 $14k 120 116.67

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Google Stock (GOOGL)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
Prime Capital Investment Advisors
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management
Stifel Financial
Jpmorgan Chase & Co

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