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iShares S&P SmallCap 600 Value Idx shares owned by Evergreen Private Wealth

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

Historical chart of Evergreen Private Wealth 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 Evergreen Private Wealth 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 Evergreen Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $232k 2.3k 102.76
2023-12-31 $322k 3.1k 103.07

More positions owned by Evergreen Private Wealth

Applied Materials (AMAT)
Check Point Software Tech Lt Ord (CHKP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Microsoft Corporation (MSFT)
Thermo Fisher Scientific (TMO)
JPMorgan Chase & Co. (JPM)
Netflix (NFLX)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Adobe Systems Incorporated (ADBE)
Wisdomtree Tr Em Ex St-owned (XSOE)
Dollar Tree (DLTR)
Zoetis Cl A (ZTS)
Waste Management (WM)

View all positions for Evergreen Private Wealth

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
M^T Bank Corporation
Wells Fargo & Company
Regions Bank
Advisor Group Holdings
UBS Group
Prime Capital Investment Advisors
CI Private Wealth
Modera Wealth Management
Pnc Financial Services
Goldman Sachs Group
Commonwealth Equity Services
Bessemer
Royal Bank of Canada
Bank Of Montreal

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