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iShares S&P SmallCap 600 Value Idx shares owned by Fortune Financial Advisors

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

Historical chart of Fortune Financial 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 Fortune Financial 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 Fortune Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $205k 1.8k 113.74
2025-06-30 $209k 2.1k 99.50
2025-03-31 $215k 2.2k 97.49

More positions owned by Fortune Financial Advisors

Garmin SHS (GRMN)
Ishares Tr Msci Usa Min Vol (USMV)
Alphabet Cap Stk Cl A (GOOGL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)
Mastercard Incorporated Cl A (MA)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
O'reilly Automotive (ORLY)
Amphenol Corp Cl A (APH)
Applied Materials (AMAT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Amazon (AMZN)

View all positions for Fortune Financial Advisors

Top funds holding iShares S&P SmallCap 600 Value Idx

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

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