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iShares S&P SmallCap 600 Value Idx shares owned by Hudson Oak Wealth Advisory

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

Historical chart of Hudson Oak Wealth Advisory 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 Hudson Oak Wealth Advisory 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 Hudson Oak Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 13k 113.72

More positions owned by Hudson Oak Wealth Advisory

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Datadog Cl A Com (DDOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Ultra Short Dur (ICSH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Spdr Series Trust State Street Spd (BIL)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Hudson Oak Wealth Advisory

Top funds holding iShares S&P SmallCap 600 Value Idx

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

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