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iShares S&P SmallCap 600 Value Idx shares owned by Baldrige Asset Management

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

Historical chart of Baldrige Asset 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 Baldrige Asset 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 Baldrige Asset Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $2.8M 30k 93.60
2022-12-31 $2.7M 30k 91.30
2022-09-30 $2.5M 30k 82.44
2022-06-30 $2.7M 31k 89.02
2022-03-31 $3.3M 32k 102.39
2021-12-31 $3.5M 33k 104.48
2021-09-30 $3.3M 33k 100.67
2021-06-30 $3.5M 33k 105.42
2021-03-31 $3.4M 34k 100.74
2020-12-31 $3.0M 36k 81.30
2020-09-30 $2.2M 18k 122.41
2020-06-30 $2.1M 17k 120.40
2020-03-31 $1.7M 17k 99.95
2019-12-31 $1.7M 11k 160.80
2019-09-30 $1.6M 11k 150.19
2019-06-30 $1.5M 9.9k 148.58
2019-03-31 $1.3M 8.6k 147.59

More positions owned by Baldrige Asset Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Msci (MSCI)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Air Products & Chemicals (APD)

View all positions for Baldrige Asset 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