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iShares S&P SmallCap 600 Value Idx shares owned by Family Firm

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

Historical chart of Family Firm 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 Family Firm 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 Family Firm

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.0M 174k 46.28
2024-06-30 $7.3M 174k 41.87
2024-03-31 $7.4M 72k 102.76
2023-12-31 $7.3M 71k 103.07
2023-09-30 $6.4M 71k 89.22
2023-06-30 $6.8M 72k 95.09
2023-03-31 $6.6M 71k 93.59
2022-12-31 $6.4M 70k 91.31
2022-09-30 $6.9M 66k 104.49
2022-06-30 $6.9M 66k 104.49
2022-03-31 $6.9M 66k 104.49
2021-12-31 $6.9M 66k 104.49
2021-09-30 $6.9M 65k 104.71
2021-06-30 $7.0M 66k 105.42
2021-03-31 $6.8M 68k 100.74
2020-12-31 $6.1M 69k 88.61
2020-09-30 $4.1M 33k 122.41
2020-06-30 $4.2M 35k 120.38
2020-03-31 $3.3M 33k 99.93
2019-12-31 $4.6M 29k 160.79
2019-09-30 $4.4M 29k 150.21
2019-06-30 $4.2M 28k 148.61
2019-03-31 $4.3M 29k 147.54
2018-12-31 $3.6M 27k 131.84
2018-09-30 $4.2M 25k 166.95
2018-06-30 $4.4M 27k 163.28
2018-03-31 $4.0M 27k 150.85
2017-12-31 $3.9M 26k 153.57
2017-09-30 $4.0M 27k 148.32
2017-06-30 $3.7M 26k 139.80
2017-03-31 $3.6M 26k 138.67
2016-12-31 $3.7M 26k 139.99
2016-09-30 $3.4M 27k 124.80
2016-06-30 $3.2M 28k 116.85
2016-03-31 $2.9M 26k 113.32
2015-12-31 $2.5M 23k 108.16
2015-09-30 $2.2M 21k 104.81
2015-06-30 $2.5M 21k 117.74
2015-03-31 $2.3M 19k 118.92
2014-12-31 $2.2M 19k 117.93

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares North American Natural Resources Etf Etf (IGE)
Vanguard Russell 3000 Etf Etf (VTHR)
Ishares Tips Bond Etf Etf (TIP)
Schwab U.s. Broad Market Etf Etf (SCHB)
Apple Stock (AAPL)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Ishares International Treasury Bond Etf Etf (IGOV)
Nvidia Corporation Stock (NVDA)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for Family Firm

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