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iShares S&P SmallCap 600 Value Idx shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 116k 103.07
2023-09-30 $4.9M 55k 89.64
2023-06-30 $4.1M 43k 95.09
2023-03-31 $4.7M 51k 93.59
2022-12-31 $4.1M 45k 91.32
2022-09-30 $4.0M 49k 82.41
2022-06-30 $9.1M 103k 89.00
2022-03-31 $5.1M 50k 102.55

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

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