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

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

Historical chart of Fortress Financial 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 Fortress Financial 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 Fortress Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.7M 61k 110.59
2025-06-30 $5.7M 58k 99.49
2025-03-31 $3.8M 39k 97.48

More positions owned by Fortress Financial Group

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr S&P SML 600 GWT (IJT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares Intl Div (BIDD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Apple (AAPL)
International Business Machines (IBM)

View all positions for Fortress Financial Group

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