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iShares S&P SmallCap 600 Value Idx shares owned by Estate Planners Group

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

Historical chart of Estate Planners Group 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 Estate Planners Group 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 Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.3k 29 112.59

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding iShares S&P SmallCap 600 Value Idx

FMR
Wells Fargo & Company
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Pnc Financial Services
M^T Bank Corporation
HighTower Advisors
Commonwealth Equity Services
Regions Bank
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Jones Financial Companies, L.L

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