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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
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)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
DV (DV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr Msci Emg Mkt Etf (EEM)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for JSF Financial

Top funds holding iShares S&P SmallCap 600 Value Idx

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

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