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iShares S&P SmallCap 600 Value Idx shares owned by BBR Partners

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

Historical chart of BBR Partners 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 BBR Partners 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 BBR Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $227k 2.0k 113.72
2025-09-30 $221k 2.0k 110.59
2021-03-31 $713k 7.1k 100.68
2020-03-31 $206k 2.1k 99.85
2019-12-31 $211k 1.3k 160.95

More positions owned by BBR Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ab Active Etfs Intl Low Volatlt (ILOW)
Ishares Tr Core S&p500 Etf (IVV)
United Parcel Service CL B (UPS)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Kkr & Co Cl A (KKR)
Exchange Listed Fds Tr Long Pond Real E (LPRE)
Vanguard World Fds Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Philip Morris International (PM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for BBR Partners

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