Dowling & Yahnke, LLC" »

iShares S&P SmallCap 600 Value Idx shares owned by Dowling & Yahnke, LLC"

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Dowling & Yahnke, LLC" from 13F filings

Historical chart of Dowling & Yahnke, LLC" investment in iShares S&P SmallCap 600 Value Idx

201220142016201820202022200k300k400k500k600k20003000400050006000
Value ($)Share countHistorical IJS position of Dowling & Yahnke, … Source: stockzoa.comValue ($)Share count

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All positions including iShares S&P SmallCap 600 Value Idx held by Dowling & Yahnke, LLC" 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 Dowling & Yahnke, LLC"

Quarter filed Position value Share count Share price at filing
2022-09-30 $310k 3.8k 82.49
2022-06-30 $334k 3.8k 88.92
2022-03-31 $394k 3.8k 102.47
2021-12-31 $339k 3.2k 104.50
2021-09-30 $387k 3.8k 100.73
2021-06-30 $403k 3.8k 105.36
2021-03-31 $594k 5.9k 100.73
2020-12-31 $483k 5.9k 81.37
2020-09-30 $372k 3.0k 122.49
2020-06-30 $258k 2.1k 120.22
2020-03-31 $219k 2.2k 100.05
2019-12-31 $407k 2.5k 160.93
2019-09-30 $417k 2.8k 150.16
2019-06-30 $400k 2.7k 148.75
2019-03-31 $397k 2.7k 147.69
2018-12-31 $394k 2.6k 151.13
2018-09-30 $441k 2.6k 166.98
2018-06-30 $431k 2.6k 163.26
2018-03-31 $398k 2.6k 150.76
2017-12-31 $415k 2.7k 153.70
2017-09-30 $400k 2.7k 148.20
2017-06-30 $377k 2.7k 139.73
2017-03-31 $391k 2.8k 138.51
2016-12-31 $439k 3.1k 139.94
2016-09-30 $400k 3.2k 124.77
2016-06-30 $379k 3.2k 116.80
2016-03-31 $482k 4.3k 113.28
2015-12-31 $356k 3.3k 108.08
2015-09-30 $348k 3.3k 104.66
2015-06-30 $388k 3.3k 117.79
2015-03-31 $392k 3.3k 119.00
2014-12-31 $388k 3.3k 117.79
2014-09-30 $361k 3.4k 107.31
2014-06-30 $401k 3.5k 115.46
2014-03-31 $378k 3.3k 113.41
2013-12-31 $376k 3.4k 111.31
2013-09-30 $361k 3.5k 102.32
2013-06-30 $332k 3.6k 93.31
2013-03-31 $350k 3.9k 90.02
2012-12-31 $318k 3.9k 80.96
2012-09-30 $315k 4.0k 79.05
2012-06-30 $346k 4.7k 74.25
2012-03-31 $378k 4.8k 78.60
2011-12-31 $385k 5.5k 69.76
2011-09-30 $330k 5.6k 59.18
2011-06-30 $389k 5.2k 74.31
2011-03-31 $407k 5.3k 76.29

More positions owned by Dowling & Yahnke, LLC"

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Reliance Steel & Aluminum (RS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Coca-Cola Company (KO)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for Dowling & Yahnke, LLC"

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
FMR
Regions Bank
Wells Fargo & Company
M^T Bank Corporation
UBS Group
Prime Capital Investment Advisors
Ameriprise Financial
Modera Wealth Management
Commonwealth Equity Services
LPL Financial
Pnc Financial Services
Modern Wealth Management
Envestnet Asset Management

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