Journey Advisory Group »

iShares S&P SmallCap 600 Value Idx shares owned by Journey Advisory Group

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

Historical chart of Journey Advisory Group 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 Journey Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Journey Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $718k 7.4k 97.27
2024-06-30 $718k 7.4k 97.27
2024-03-31 $1.4M 13k 102.76
2023-12-31 $6.2M 60k 103.07
2023-09-30 $5.1M 58k 89.22
2023-06-30 $5.3M 56k 95.09
2023-03-31 $5.1M 54k 93.59

More positions owned by Journey Advisory Group

Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Apple (AAPL)
Procter & Gamble Company (PG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Eli Lilly & Co. (LLY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
JPMorgan Chase & Co. (JPM)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 28 Trm Ts (IBTI)

View all positions for Journey Advisory Group

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