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iShares S&P SmallCap 600 Value Idx shares owned by JSF Financial

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

Historical chart of JSF Financial 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 JSF Financial 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 JSF Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $411k 3.8k 107.67
2024-06-30 $368k 3.8k 97.28
2024-03-31 $392k 3.8k 102.77
2023-09-30 $408k 4.6k 89.23
2023-06-30 $6.5M 68k 95.09
2023-03-31 $6.2M 66k 93.59
2022-12-31 $5.9M 65k 91.31
2022-09-30 $5.1M 62k 82.45
2022-06-30 $5.1M 57k 89.03
2022-03-31 $4.8M 47k 102.39
2019-12-31 $206k 1.3k 161.06

More positions owned by JSF Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core S&p Mcp Etf (IJH)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
DV (DV)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for JSF Financial

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