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iShares S&P SmallCap 600 Value Idx shares owned by BFC Planning

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

Historical chart of BFC Planning 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 BFC Planning 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 BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $18M 129k 136.68
2026-03-31 $480k 4.1k 118.45
2025-12-31 $511k 4.5k 113.72
2025-09-30 $71k 640 110.59
2025-06-30 $67k 673 99.53
2025-03-31 $66k 673 97.50
2024-12-31 $73k 673 108.61

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Spdr Series Trust ST STR PR SP1500 (SPTM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for BFC Planning

Top funds holding iShares S&P SmallCap 600 Value Idx

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

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