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

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

Historical chart of Lake Street 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 Lake Street 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 Lake Street Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 92k 110.59
2025-06-30 $8.9M 89k 99.49
2025-03-31 $8.6M 89k 97.48
2024-12-31 $9.3M 86k 108.61
2024-09-30 $6.5M 60k 107.66
2024-06-30 $5.3M 55k 97.26
2024-03-31 $5.4M 53k 102.76

More positions owned by Lake Street Financial

Nvidia Corporation Stock (NVDA)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
Vanguard Growth Etf Etf (VUG)
Invesco Qqq Trust Series I Etf (QQQ)
Microsoft Corp Stock (MSFT)
Graniteshares Gold Shares Etf (BAR)
Amazon Stock (AMZN)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Meta Platforms Inc Cl A Stock (META)
Palmer Square Credit Opportunities Etf Etf (PSQO)
Palantir Technologies Inc Cl A Stock (PLTR)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Lake Street Financial

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Northwestern Mutual Wealth Management Company

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