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iShares S&P SmallCap 600 Value Idx shares owned by Financial Planning & Information Services

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

Historical chart of Financial Planning & Information Services 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 Planning & Information Services 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 Planning & Information Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 24k 107.66
2024-06-30 $2.4M 25k 97.27
2024-03-31 $2.6M 25k 102.76
2023-09-30 $2.2M 25k 89.22
2023-06-30 $2.6M 27k 95.09
2023-03-31 $2.4M 26k 93.59
2022-12-31 $2.6M 29k 91.31
2022-09-30 $2.2M 27k 82.43
2022-06-30 $2.4M 27k 89.04
2022-03-31 $2.8M 27k 102.38
2021-12-31 $3.0M 29k 104.48
2021-09-30 $2.9M 29k 100.66
2021-06-30 $3.1M 30k 105.41
2021-03-31 $3.2M 32k 100.75
2020-12-31 $2.9M 36k 81.31
2020-09-30 $2.2M 18k 122.41
2020-06-30 $2.2M 18k 120.37
2020-03-31 $1.6M 17k 99.92
2019-12-31 $2.6M 16k 160.80
2019-09-30 $2.4M 16k 150.16
2019-06-30 $2.4M 16k 148.65
2019-03-31 $2.5M 17k 147.54
2018-12-31 $2.4M 18k 131.87
2018-09-30 $3.7M 22k 166.93
2018-06-30 $4.1M 25k 163.26
2018-03-31 $4.0M 27k 150.85
2017-12-31 $4.2M 27k 153.59
2017-09-30 $4.2M 28k 148.31
2017-06-30 $4.0M 29k 139.83
2017-03-31 $4.1M 30k 138.66
2016-12-31 $4.5M 32k 139.99
2016-09-30 $4.1M 33k 124.81
2016-06-30 $4.2M 36k 116.82
2016-03-31 $4.7M 42k 113.31
2015-12-31 $5.1M 47k 108.16
2015-09-30 $5.0M 47k 104.79
2015-06-30 $5.6M 48k 117.75
2015-03-31 $5.8M 48k 118.90
2014-12-31 $5.3M 49k 109.15
2014-09-30 $5.3M 50k 107.29
2014-06-30 $5.9M 51k 115.43
2014-03-31 $5.8M 51k 113.44
2013-12-31 $5.7M 51k 111.27

More positions owned by Financial Planning & Information Services

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Wisdomtree Tr Us Midcap Divid (DON)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Emg Mkts Smcap (DGS)

View all positions for Financial Planning & Information Services

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