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iShares S&P SmallCap 600 Value Idx shares owned by Connecticut Wealth Management

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

Historical chart of Connecticut Wealth 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 Connecticut Wealth 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $220k 1.6k 136.68
2021-03-31 $672k 11k 59.81
2019-12-31 $379k 2.4k 160.66
2019-09-30 $340k 2.3k 150.18
2019-06-30 $314k 2.1k 148.67

More positions owned by Connecticut Wealth Management

Spdr Series Trust St Str P500val (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust ST STR P500GRW (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Connecticut Wealth Management

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
Sherman Porfolios
FMR
Pinkerton Retirement Specialists
Wells Fargo & Company
UBS Group
USA Financial Portformulas
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Royal Bank of Canada

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