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iShares S&P SmallCap 600 Value Idx shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group Advisors 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 Fortis Group Advisors 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 Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $34k 317 108.61
2024-09-30 $34k 317 107.66
2024-06-30 $31k 317 97.27
2024-03-31 $33k 317 102.76
2023-12-31 $65k 634 103.07
2023-09-30 $28k 317 89.22
2020-09-30 $19k 158 120.25

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Apple Common Stock (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
T Rowe Price Etf Cap Appreciation (TCAF)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco S&p MF Closed and MF Open (RSP)
Invesco Qqq MF Closed and MF Open (QQQ)
Spdr Gold Common Stock (GLD)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alphabet Common Stock (GOOGL)
Amazon Common Stock (AMZN)
SPDR S&P MF Closed and MF Open (SPY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Russell MF Closed and MF Open (IWO)

View all positions for Fortis Group Advisors

Top funds holding iShares S&P SmallCap 600 Value Idx

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

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