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iShares S&P SmallCap 600 Value Idx shares owned by Evensky & Katz

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

Historical chart of Evensky & Katz 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 Evensky & Katz 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 Evensky & Katz

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.9M 45k 107.65
2024-06-30 $4.5M 46k 97.27
2024-03-31 $5.2M 51k 102.75
2023-12-31 $5.3M 52k 103.07
2023-09-30 $4.6M 52k 89.22
2023-06-30 $5.2M 55k 95.09
2023-03-31 $5.2M 55k 93.58
2022-12-31 $5.7M 62k 91.32
2022-09-30 $5.8M 71k 82.45
2022-06-30 $6.8M 77k 89.03
2022-03-31 $8.7M 85k 102.39
2021-12-31 $9.3M 89k 104.49
2021-09-30 $9.5M 94k 100.67
2021-06-30 $9.8M 93k 105.43
2021-03-31 $9.2M 91k 100.74
2020-12-31 $7.0M 86k 81.30
2020-09-30 $5.1M 42k 122.43
2020-06-30 $4.6M 38k 120.36
2020-03-31 $747k 7.5k 99.88
2019-12-31 $1.2M 7.6k 160.70
2019-09-30 $1.1M 7.6k 150.22
2019-06-30 $1.1M 7.4k 148.61
2019-03-31 $1.1M 7.6k 147.47
2018-12-31 $1.0M 7.8k 131.77
2018-09-30 $1.2M 7.4k 166.87
2018-06-30 $1.2M 7.5k 163.18
2018-03-31 $1.1M 7.5k 150.81
2017-12-31 $1.2M 7.7k 153.58
2017-09-30 $1.1M 7.1k 148.24
2017-06-30 $989k 7.1k 139.69
2017-03-31 $992k 7.2k 138.20
2016-12-31 $1.2M 8.7k 140.01
2016-09-30 $1.1M 8.6k 124.75
2016-06-30 $1.0M 8.8k 116.73
2016-03-31 $1.1M 9.8k 113.33
2015-12-31 $6.1M 13k 486.13
2015-09-30 $1.2M 11k 104.72
2015-06-30 $1.4M 12k 117.75
2015-03-31 $1.5M 13k 118.84
2014-06-30 $42k 366 114.75
2014-03-31 $46k 410 112.20
2013-12-31 $45k 410 109.76
2013-09-30 $48k 473 101.48
2013-06-30 $44k 472 93.22

More positions owned by Evensky & Katz

Schwab U S Broad Market ETF (SCHB)
iShares S&P 1500 Index Fund (ITOT)
Dimensional International Core Equity 2 ETF (DFIC)
iShares Russell 3000 Index (IWV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
iShares S&P MidCap 400 Value Index (IJJ)
Dimensional Etf Trust (DFEM)
Vanguard Sht Term Govt Bond ETF (VGSH)
Vanguard Total Stock Market ETF (VTI)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Vanguard Dividend Appreciation ETF (VIG)
Invesco Qqq Trust Series 1 (QQQ)
Ishares Inc msci world idx (URTH)
Pacer Fds Tr us cash cows 100 (COWZ)
John Hancock Exchange Traded multi intl etf (JHMD)

View all positions for Evensky & Katz

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