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iShares S&P SmallCap 600 Value Idx shares owned by AlphaCore Capital

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

Historical chart of AlphaCore Capital 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 AlphaCore Capital 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 AlphaCore Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $28M 243k 113.72
2025-09-30 $37k 333 110.59
2025-06-30 $33k 333 99.49
2025-03-31 $22k 223 97.48
2021-09-30 $22k 219 100.46

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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Fundamental Us L (FNDX)
MPLX Com Unit Rep Ltd (MPLX)
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Vanguard Index Fds Large Cap Etf (VV)
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Apple (AAPL)
Ishares Tr Core Msci Total (IXUS)
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Microsoft Corporation Call Option (MSFT)
Etf Ser Solutions Distillate Us (DSTL)
Wisdomtree Tr Intl Qulty Div (IQDG)

View all positions for AlphaCore Capital

Top funds holding iShares S&P SmallCap 600 Value Idx

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

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