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iShares S&P SmallCap 600 Value Idx shares owned by Financial Life Planners

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

Historical chart of Financial Life Planners 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 Life Planners 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 Life Planners

Quarter filed Position value Share count Share price at filing
2025-09-30 $137k 1.2k 110.59
2025-03-31 $144k 1.5k 97.49
2024-12-31 $183k 1.7k 108.68

More positions owned by Financial Life Planners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Robinhood Mkts Com Cl A (HOOD)
Palantir Technologies Cl A (PLTR)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Axon Enterprise (AXON)
Vanguard World Mega Grwth Ind (MGK)
Ark Etf Tr Fintech Innova (ARKF)
Costco Wholesale Corporation (COST)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)

View all positions for Financial Life Planners

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Northwestern Mutual Wealth Management Company

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