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iShares S&P SmallCap 600 Value Idx shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth 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 Holos Integrated Wealth 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 Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $24k 188 128.40

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Fidelity Total Bond Etf (FBND)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Fidelity Limited Term Bond Etf (FLTB)
Legacy Ed (LGCY)
Vanguard High Yield ETF Etf (VGHY)
Schwab US Dividend Equity Etf (SCHD)
Vanguard Mid Cap Etf (VO)
Innovator Defined Wealth Shield Etf (BALT)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Ishares Russell Top 200 Etf (IWL)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
FMR
Wells Fargo & Company
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Royal Bank of Canada
Ameriprise Financial
Savant Capital Management
Raymond James Financial
Commonwealth Equity Services

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