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iShares S&P SmallCap 600 Value Idx shares owned by BDO Wealth Advisors

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

Historical chart of BDO Wealth Advisors 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 BDO Wealth Advisors 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 BDO Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $602k 6.3k 95.09
2023-03-31 $669k 7.1k 93.59
2022-12-31 $824k 9.0k 91.31
2022-09-30 $531k 6.0k 89.09
2022-06-30 $531k 6.0k 89.09
2022-03-31 $676k 6.6k 102.33
2021-12-31 $718k 6.9k 104.50
2021-09-30 $1.4M 14k 100.70
2021-06-30 $289k 2.7k 105.32
2021-03-31 $276k 2.7k 100.58
2020-12-31 $239k 2.9k 81.18
2020-09-30 $168k 1.4k 122.45
2020-06-30 $165k 1.4k 120.26
2020-03-31 $141k 1.4k 99.79
2019-12-31 $596k 3.7k 160.82
2019-09-30 $630k 4.2k 150.25
2019-06-30 $637k 4.3k 148.52
2019-03-31 $702k 4.8k 147.45
2018-12-31 $633k 4.8k 131.93
2018-09-30 $649k 3.9k 166.84
2018-06-30 $716k 4.4k 163.21
2018-03-31 $666k 4.4k 150.78
2017-12-31 $389k 2.5k 153.69
2017-09-30 $34k 226 150.44
2017-06-30 $278k 2.0k 139.70

More positions owned by BDO Wealth Advisors

Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Bank of America Corporation (BAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Total (IXUS)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for BDO Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
FMR
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
UBS Group
Prime Capital Investment Advisors
Ameriprise Financial
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management

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