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

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

Historical chart of Capital 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 Capital 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 Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.0M 72k 110.58
2025-06-30 $7.2M 72k 99.49
2025-03-31 $7.1M 73k 97.49
2024-12-31 $8.2M 76k 108.61
2024-09-30 $8.2M 77k 107.66
2024-06-30 $7.5M 77k 97.27
2024-03-31 $8.0M 77k 102.76
2023-12-31 $8.4M 81k 103.07
2023-09-30 $7.4M 83k 89.21
2023-06-30 $7.9M 83k 95.09
2023-03-31 $7.8M 83k 93.59
2022-12-31 $7.6M 83k 91.31
2022-09-30 $6.7M 82k 82.45
2022-06-30 $7.3M 82k 89.03
2022-03-31 $8.4M 82k 102.39
2021-12-31 $8.5M 81k 104.50
2021-09-30 $8.2M 81k 100.67
2021-06-30 $8.5M 81k 105.43
2021-03-31 $8.1M 81k 100.74
2020-12-31 $6.6M 81k 81.31
2020-09-30 $5.3M 43k 122.41
2020-06-30 $5.3M 44k 120.37
2020-03-31 $4.2M 42k 99.95
2019-12-31 $7.0M 44k 160.79
2019-09-30 $7.0M 45k 156.84
2019-06-30 $6.6M 44k 148.61
2019-03-31 $6.9M 47k 147.55
2018-12-31 $6.1M 46k 131.85
2018-09-30 $7.5M 45k 166.94
2018-06-30 $7.4M 45k 163.27
2018-03-31 $6.7M 45k 150.84
2017-12-31 $6.7M 44k 153.56
2017-09-30 $6.5M 44k 148.30
2017-06-30 $6.0M 43k 139.82
2017-03-31 $6.0M 43k 138.65
2016-12-31 $5.8M 42k 140.02
2016-09-30 $5.1M 41k 124.82
2016-06-30 $4.7M 41k 116.82
2016-03-31 $4.5M 40k 113.31
2015-12-31 $4.2M 39k 108.17
2015-09-30 $4.1M 39k 104.80
2015-06-30 $4.5M 38k 117.76
2015-03-31 $4.6M 38k 118.92
2014-12-31 $4.5M 38k 117.94
2014-09-30 $4.1M 38k 107.28
2014-06-30 $4.6M 40k 115.43
2014-03-31 $4.4M 39k 113.45
2013-12-31 $4.1M 37k 111.26

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Caesars Entertainment (CZR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Series Trust S&p Divid Etf (SDY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)

View all positions for Capital Advisors

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Northwestern Mutual Wealth Management Company

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