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iShares S&P SmallCap 600 Value Idx shares owned by Concorde Asset Management

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

Historical chart of Concorde Asset Management 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 Concorde Asset Management 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 Concorde Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $361k 3.5k 103.07
2022-06-30 $505k 5.7k 88.73
2021-06-30 $438k 4.2k 105.49

More positions owned by Concorde Asset Management

First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Nasd Tech Div (TDIV)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Concorde Asset Management

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
M^T Bank Corporation
Regions Bank
Advisor Group Holdings
Wells Fargo & Company
UBS Group
Prime Capital Investment Advisors
Modera Wealth Management
Pnc Financial Services
Goldman Sachs Group
Commonwealth Equity Services
Bessemer
Royal Bank of Canada
Bank Of Montreal
One Capital Management

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