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iShares S&P SmallCap 600 Value Idx shares owned by Green Ridge Wealth Planning

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

Historical chart of Green Ridge Wealth 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 Green Ridge Wealth 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 Green Ridge Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $290k 2.6k 113.72

More positions owned by Green Ridge Wealth Planning

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Global 100 Etf (IOO)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Select Sector Spdr Tr State Street Com (XLC)
NVIDIA Corporation (NVDA)

View all positions for Green Ridge Wealth 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
Pnc Financial Services
M^T Bank Corporation
HighTower Advisors
Commonwealth Equity Services
Royal Bank of Canada
Regions Bank
Northwestern Mutual Wealth Management Company
Envestnet Asset Management

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