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iShares S&P SmallCap 600 Value Idx shares owned by Independence Advisors

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

Historical chart of Independence Advisors 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 Independence Advisors 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 Independence Advisors

Quarter filed Position value Share count Share price at filing
2020-09-30 $5.8M 47k 122.42
2020-06-30 $5.7M 48k 120.38
2020-03-31 $4.2M 42k 99.95
2019-12-31 $1.7M 10k 160.79
2019-09-30 $2.4M 16k 150.20
2019-06-30 $2.3M 16k 148.61
2019-03-31 $2.3M 16k 147.53
2018-12-31 $2.0M 15k 131.85
2018-09-30 $1.7M 10k 166.88
2018-06-30 $1.6M 10k 163.30
2018-03-31 $1.7M 11k 150.87
2017-12-31 $680k 4.4k 153.60
2017-09-30 $763k 5.1k 148.24
2017-06-30 $722k 5.2k 139.76
2017-03-31 $777k 5.6k 138.70
2016-12-31 $784k 5.6k 139.95
2016-09-30 $699k 5.6k 124.78
2016-06-30 $686k 5.9k 116.89

More positions owned by Independence Advisors

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Independence Advisors

Top funds holding iShares S&P SmallCap 600 Value Idx

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

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