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iShares S&P SmallCap 600 Value Idx shares owned by Elm Advisors

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

Historical chart of Elm Advisors 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 Elm Advisors 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 Elm Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $533k 5.2k 102.48
2021-12-31 $861k 8.2k 104.48
2021-09-30 $830k 8.2k 100.72
2021-06-30 $858k 8.1k 105.39
2021-03-31 $815k 8.1k 100.79
2020-12-31 $655k 8.1k 81.28
2020-09-30 $685k 5.6k 122.50
2020-06-30 $664k 5.5k 120.29
2020-03-31 $767k 7.7k 99.93
2019-12-31 $1.2M 7.3k 160.74
2019-09-30 $1.1M 7.2k 150.14
2019-06-30 $1.1M 7.2k 148.69
2019-03-31 $1.0M 6.9k 147.49
2018-12-31 $786k 6.0k 131.77
2018-09-30 $909k 5.4k 166.94
2018-06-30 $907k 5.6k 163.28
2018-03-31 $829k 5.5k 150.86
2017-12-31 $803k 5.2k 153.54
2017-09-30 $784k 5.3k 148.34
2017-06-30 $738k 5.3k 139.91
2017-03-31 $714k 5.2k 138.64
2016-12-31 $730k 5.2k 139.98
2016-09-30 $604k 4.8k 124.79
2016-06-30 $574k 4.9k 116.79
2016-03-31 $599k 5.3k 113.34
2015-12-31 $453k 4.2k 108.24
2015-09-30 $422k 4.0k 104.71
2015-06-30 $475k 4.0k 117.87
2015-03-31 $463k 3.9k 118.87
2014-12-31 $413k 3.5k 118.00
2014-09-30 $376k 3.5k 107.43
2014-06-30 $274k 2.4k 115.37
2014-03-31 $271k 2.4k 113.39
2013-12-31 $245k 2.2k 111.11

More positions owned by Elm Advisors

Vanguard Ftse All-world Ex Us Index Fund Etf (VEU)
Vanguard Total Stock Market Index Fund Etf (VTI)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Large-cap Index Fund Etf (VV)
Vanguard Small-cap Index Fund Etf (VB)
Spdr S&p Midcap 400 Etf Etf (MDY)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Value Index Fund Etf (VTV)
Ishares S&p Small-cap Fund Etf (IJR)
Vanguard Total International Stock Etf Etf (VXUS)
Vanguard Mid-cap Index Fund Etf (VO)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Vanguard Total Bond Market Index Fund Etf (BND)

View all positions for Elm Advisors

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
Prime Capital Investment Advisors
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management
Stifel Financial
Jpmorgan Chase & Co

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