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iShares S&P SmallCap 600 Value Idx shares owned by Financial Advocates Investment Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Financial Advocates Investment Management from 13F filings

Historical chart of Financial Advocates Investment 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 Financial Advocates Investment 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 Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 18k 107.66
2024-06-30 $1.7M 17k 97.27
2024-03-31 $1.5M 15k 102.76
2023-12-31 $1.3M 12k 103.07
2023-09-30 $1.3M 15k 89.22
2023-06-30 $1.2M 13k 95.09
2023-03-31 $1.7M 19k 89.98
2022-12-31 $3.0M 73k 41.52
2022-09-30 $1.1M 13k 81.33
2022-06-30 $1.4M 16k 89.00
2022-03-31 $1.1M 11k 102.32
2021-12-31 $1.1M 11k 104.49
2021-09-30 $1.0M 10k 100.67
2021-06-30 $1.0M 9.9k 105.41
2021-03-31 $1.1M 11k 100.78
2020-12-31 $995k 12k 83.92
2020-09-30 $726k 5.9k 122.41
2020-06-30 $1.5M 12k 125.32
2020-03-31 $958k 9.6k 99.89
2019-12-31 $1.7M 11k 160.75
2019-09-30 $1.7M 11k 150.22
2019-06-30 $1.8M 12k 148.66
2019-03-31 $1.8M 12k 147.51
2018-12-31 $1.0M 12k 82.27
2018-09-30 $1.5M 8.9k 166.94
2018-06-30 $1.4M 8.7k 164.62
2018-03-31 $1.2M 8.1k 150.78
2017-12-31 $713k 4.6k 153.49

More positions owned by Financial Advocates Investment Management

Apple Put Option (AAPL)
NVIDIA Corporation Put Option (NVDA)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Microsoft Corporation Call Option (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Amazon Put Option (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core S&p Us Gwt Call Option (IUSG)
Spdr Ser Tr S&p Metals Mng (XME)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Financial Advocates Investment Management

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