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iShares S&P SmallCap 600 Value Idx shares owned by Financial Strategies Group

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

Historical chart of Financial Strategies Group 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 Strategies Group 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 Strategies Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $533k 5.0k 105.81
2024-09-30 $537k 5.0k 107.26
2024-06-30 $480k 5.0k 95.94
2024-03-31 $540k 5.4k 100.94
2023-12-31 $530k 5.4k 98.89

More positions owned by Financial Strategies Group

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Intl Qualty (IQLT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Schwab Strategic Tr Fundamental Us L (FNDX)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Progressive Corporation (PGR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Jp Morgan Em Etf (LEMB)
Apple (AAPL)

View all positions for Financial Strategies Group

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
FMR
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
UBS Group
Prime Capital Investment Advisors
Ameriprise Financial
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management

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