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

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

Historical chart of Capital Analysts 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 Analysts 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 Analysts

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 11k 110.58
2025-06-30 $1.1M 11k 99.50
2025-03-31 $1.2M 12k 97.49
2024-12-31 $1.2M 11k 108.58
2024-09-30 $1.2M 11k 107.62
2024-06-30 $1.1M 11k 97.27
2024-03-31 $1.1M 11k 100.67
2023-12-31 $1.1M 11k 104.73
2023-09-30 $1.1M 12k 87.84
2023-06-30 $1.0M 11k 94.59
2023-03-31 $979k 10k 95.24
2022-12-31 $886k 10k 88.44
2022-09-30 $802k 9.7k 82.43
2022-06-30 $1.1M 12k 89.06
2022-03-31 $987k 9.5k 103.45
2021-12-31 $1.4M 13k 104.52
2021-09-30 $901k 8.9k 100.66
2021-06-30 $911k 8.6k 105.49
2021-03-31 $821k 8.2k 100.72
2020-12-31 $698k 8.6k 81.29
2020-09-30 $494k 4.0k 122.52
2020-06-30 $470k 3.9k 120.39
2020-03-31 $782k 7.8k 99.95
2019-12-31 $1.4M 8.6k 160.78
2019-09-30 $1.3M 8.8k 150.16
2019-06-30 $1.6M 11k 148.67
2019-03-31 $1.3M 8.6k 147.54
2018-12-31 $1.2M 8.9k 131.83
2018-09-30 $1.6M 9.7k 166.89
2018-06-30 $1.6M 9.6k 163.27
2018-03-31 $1.2M 7.8k 150.84
2017-12-31 $1.2M 8.0k 153.53
2017-09-30 $1.2M 8.0k 148.34
2017-06-30 $1.1M 8.0k 139.82
2017-03-31 $1.1M 7.6k 138.66
2016-12-31 $8.8M 63k 140.01
2016-09-30 $7.4M 60k 124.81
2016-06-30 $6.4M 55k 116.83
2016-03-31 $5.7M 50k 113.32
2015-12-31 $5.4M 50k 108.16
2015-09-30 $5.0M 48k 104.79
2015-06-30 $5.3M 45k 117.76
2015-03-31 $5.0M 42k 118.91
2014-12-31 $4.7M 40k 117.94
2014-09-30 $4.0M 38k 107.29
2014-06-30 $3.9M 34k 115.43
2014-03-31 $3.5M 31k 113.45
2013-12-31 $3.7M 33k 111.26
2013-09-30 $3.2M 31k 102.22
2013-06-30 $2.7M 29k 93.44
2013-03-31 $2.2M 25k 89.93
2012-12-31 $1.6M 19k 80.91

More positions owned by Capital Analysts

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Fidelity Covington Trust Enhanced Mid (FMDE)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Portfli High Yld (SPHY)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Capital Analysts

Top funds holding iShares S&P SmallCap 600 Value Idx

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
Pensionmark Financial Group

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