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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
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 $4.1M 16k 249.57
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 Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Ttl Stk (ITOT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Capital Analysts

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
Wells Fargo & Company
Regions Bank
Advisor Group Holdings
UBS Group
M^T Bank Corporation
Prime Capital Investment Advisors
CI Private Wealth
Modera Wealth Management
Pnc Financial Services
Commonwealth Equity Services
Goldman Sachs Group
Orion Portfolio Solutions
Bessemer
HighTower Advisors

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