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iShares S&P SmallCap 600 Value Idx shares owned by Lane & Associates

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

Historical chart of Lane & Associates 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 Lane & Associates 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 Lane & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $438k 4.1k 107.66
2024-06-30 $400k 4.1k 97.26
2024-03-31 $420k 4.1k 102.77
2023-12-31 $420k 4.1k 103.06
2023-09-30 $310k 3.5k 89.22
2023-06-30 $330k 3.5k 95.09
2023-03-31 $316k 3.4k 93.59
2022-12-31 $234k 2.6k 91.31

More positions owned by Lane & Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Lane & Associates

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