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

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

Historical chart of Lee 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 Lee 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 Lee Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $54k 521 103.07
2023-09-30 $47k 521 89.22
2023-06-30 $50k 521 95.09
2023-03-31 $49k 521 93.59
2022-12-31 $48k 521 91.31
2022-09-30 $43k 521 82.53
2022-06-30 $46k 521 88.29

More positions owned by Lee Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Energy (XLE)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Select Divid Etf (DVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Lee 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
Commonwealth Equity Services
Goldman Sachs Group
Orion Portfolio Solutions
Bessemer
HighTower Advisors

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