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iShares S&P SmallCap 600 Value Idx shares owned by HoyleCohen

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

Historical chart of HoyleCohen 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 HoyleCohen 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 HoyleCohen

Quarter filed Position value Share count Share price at filing
2024-06-30 $230k 2.4k 97.27
2024-03-31 $243k 2.4k 102.76
2023-12-31 $243k 2.4k 103.07
2023-09-30 $211k 2.4k 89.22
2023-06-30 $228k 2.4k 95.09
2022-09-30 $398k 4.8k 82.50
2022-06-30 $1.2M 14k 89.00

More positions owned by HoyleCohen

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Qualcomm (QCOM)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Johnson & Johnson (JNJ)

View all positions for HoyleCohen

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
Prime Capital Investment Advisors
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management
Stifel Financial
Jpmorgan Chase & Co

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