AllSquare Wealth Management »

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

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

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
2025-06-30 $128k 1.3k 99.49
2025-03-31 $174k 1.8k 97.48
2024-12-31 $194k 1.8k 108.61
2024-09-30 $192k 1.8k 107.66
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)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Total International Bond Etf Etf (BNDX)
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)
Microsoft Stock (MSFT)
Apple Stock (AAPL)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab Emerging Market Eq Etf Etf (SCHE)
Schwab International Equity Etf Etf (SCHF)
Jpmorgan Chase & Co Stock (JPM)
Powershares Qqq Tr Etf (QQQ)

View all positions for AllSquare Wealth Management

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Northwestern Mutual Wealth Management Company

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