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iShares S&P SmallCap 600 Value Idx shares owned by IAG Wealth Partners

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

Historical chart of IAG Wealth Partners 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 IAG Wealth Partners 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 IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $151k 1.5k 102.76
2023-12-31 $46k 444 103.07
2023-09-30 $40k 444 89.22
2023-06-30 $42k 444 95.09

More positions owned by IAG Wealth Partners

Spdr Portfolio MF Closed and MF Open (SPLG)
Spdr Portfolio MF Closed and MF Open (SPDW)
Wisdomtree U S MF Closed and MF Open (DLN)
Goldman Sachs MF Closed and MF Open (GSLC)
Indexiq Iq MF Closed and MF Open (MMIT)
Wisdomtree U S MF Closed and MF Open (DON)
Ishares Core MF Closed and MF Open (IVV)
Goldman Sachs MF Closed and MF Open (GSIE)
Vanguard Growth MF Closed and MF Open (VUG)
Vaneck Natural MF Closed and MF Open (HAP)
Jp Morgan MF Closed and MF Open (JMUB)
Spdr Portfolio MF Closed and MF Open (SPTM)
Ishares Morningstar MF Closed and MF Open (IMCG)
Spdr Msci MF Closed and MF Open (CWI)
Pgim Ultra MF Closed and MF Open (PULS)

View all positions for IAG Wealth Partners

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
M^T Bank Corporation
Wells Fargo & Company
Regions Bank
Advisor Group Holdings
UBS Group
Prime Capital Investment Advisors
CI Private Wealth
Modera Wealth Management
Pnc Financial Services
Goldman Sachs Group
Orion Portfolio Solutions
Commonwealth Equity Services
Bessemer
Royal Bank of Canada

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