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

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

Historical chart of Forbes Financial Planning 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 Forbes Financial Planning 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 Forbes Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.1M 79k 102.76
2023-09-30 $7.1M 80k 89.22
2023-06-30 $7.5M 79k 95.09
2023-03-31 $7.4M 79k 93.59
2022-12-31 $5.1M 62k 82.45
2022-09-30 $5.1M 62k 82.46
2022-06-30 $5.0M 56k 88.88
2022-03-31 $5.7M 55k 102.47
2021-12-31 $5.7M 55k 104.53

More positions owned by Forbes Financial Planning

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Series Trust State Street Spd (SPIB)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Index Fds Total Stk Mkt (VTI)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Forbes Financial Planning

Top funds holding iShares S&P SmallCap 600 Value Idx

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

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