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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
2024-03-31 $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)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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
FMR
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
UBS Group
Prime Capital Investment Advisors
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
LPL Financial
Commonwealth Equity Services
Bessemer
Royal Bank of Canada

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