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

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

Historical chart of Capital Squared Financial 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 Squared Financial 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 Squared Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 19k 113.72
2025-09-30 $1.8M 17k 110.59
2025-06-30 $1.7M 17k 99.49

More positions owned by Capital Squared Financial

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Capital Squared Financial

Top funds holding iShares S&P SmallCap 600 Value Idx

FMR
Wells Fargo & Company
UBS Group
USA Financial Portformulas
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Pnc Financial Services
M^T Bank Corporation
HighTower Advisors
Commonwealth Equity Services
Regions Bank
Northwestern Mutual Wealth Management Company
Envestnet Asset Management

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