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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

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