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

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

Historical chart of Capasso Planning 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 Capasso Planning 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 Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $238k 2.3k 102.76
2023-12-31 $239k 2.3k 103.07
2023-09-30 $207k 2.3k 89.22
2023-06-30 $220k 2.3k 95.09
2023-03-31 $212k 2.3k 93.59
2022-12-31 $206k 2.3k 91.31
2022-06-30 $204k 2.3k 89.04
2022-03-31 $225k 2.2k 102.27
2021-12-31 $230k 2.2k 104.55

More positions owned by Capasso Planning Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
The Trade Desk Com Cl A (TTD)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)
Ishares Tr Global Reit Etf (REET)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Capasso Planning Partners

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
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
LPL Financial
Royal Bank of Canada
One Capital Management
Stifel Financial
Northwestern Mutual Wealth Management Company

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