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

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

Historical chart of Atomi Financial Group 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 Atomi Financial Group 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 Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 51k 107.66
2024-06-30 $9.2M 94k 97.27
2024-03-31 $5.7M 56k 102.76
2023-12-31 $2.1M 21k 103.07
2023-09-30 $2.6M 30k 89.22
2023-06-30 $1.1M 11k 95.09
2023-03-31 $472k 5.0k 93.59

More positions owned by Atomi Financial Group

Apple (AAPL)
Coinbase Global Com Cl A (COIN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Intl Eqty Factor (INTF)
Meta Platforms Cl A (META)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr U S Equity Factr (LRGF)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Atomi Financial Group

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