Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

iShares S&P SmallCap 600 Value Idx shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 43k 110.59
2025-06-30 $4.2M 43k 99.49
2025-03-31 $4.4M 45k 97.48
2024-12-31 $4.7M 43k 108.61
2024-09-30 $4.7M 43k 107.66
2024-06-30 $4.4M 46k 97.27
2024-03-31 $4.6M 45k 102.76
2023-12-31 $4.7M 46k 103.07
2023-09-30 $4.1M 46k 89.22
2023-06-30 $4.4M 46k 95.09
2023-03-31 $4.2M 45k 93.59
2022-12-31 $4.5M 49k 91.31
2022-09-30 $4.0M 49k 82.45
2022-06-30 $4.6M 52k 89.02
2022-03-31 $5.0M 49k 102.40
2021-12-31 $5.2M 50k 104.48
2021-09-30 $5.2M 52k 100.67
2021-06-30 $5.4M 52k 105.42
2021-03-31 $5.2M 52k 100.75
2020-12-31 $4.2M 52k 81.31
2020-09-30 $3.2M 26k 122.43
2020-06-30 $3.1M 25k 120.36
2020-03-31 $1.9M 19k 99.95

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Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Intl Qualty (IQLT)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Dimensional Etf Trust Internatnal Val (DFIV)
Meta Platforms Cl A (META)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Northwestern Mutual Wealth Management Company

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