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iShares S&P SmallCap 600 Value Idx shares owned by Level Four Advisory Services

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Level Four Advisory Services from 13F filings

Historical chart of Level Four Advisory Services 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 Level Four Advisory Services 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 Level Four Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 45k 110.59
2025-06-30 $4.5M 45k 99.49
2025-03-31 $4.4M 45k 97.48
2024-12-31 $4.9M 45k 108.61
2024-09-30 $4.8M 45k 105.77
2024-06-30 $4.4M 45k 97.27
2024-03-31 $4.6M 45k 103.07
2023-12-31 $4.6M 45k 103.07
2023-09-30 $4.0M 45k 89.22
2023-06-30 $4.7M 49k 95.09
2023-03-31 $4.6M 49k 93.59
2022-12-31 $4.4M 49k 91.31
2022-09-30 $4.0M 48k 82.44
2022-06-30 $4.3M 49k 89.03
2022-03-31 $5.0M 49k 102.39
2021-12-31 $5.1M 49k 104.49
2021-09-30 $4.8M 48k 100.66
2021-06-30 $4.7M 45k 105.43
2021-03-31 $4.5M 45k 100.74
2020-12-31 $4.0M 50k 81.30
2020-09-30 $3.0M 25k 122.42
2020-06-30 $3.0M 25k 120.38
2020-03-31 $2.5M 25k 99.96
2019-12-31 $4.0M 25k 160.84
2019-09-30 $3.7M 25k 150.19
2019-06-30 $3.6M 24k 148.60
2019-03-31 $3.6M 25k 147.54
2018-12-31 $3.3M 25k 131.84
2018-09-30 $4.1M 25k 166.93
2018-06-30 $9.0M 55k 163.26
2018-03-31 $8.2M 54k 150.85
2017-12-31 $9.3M 61k 153.57
2017-09-30 $9.0M 61k 148.71
2017-06-30 $3.3M 25k 134.61
2017-03-31 $8.2M 60k 136.98
2016-12-31 $8.3M 60k 140.01

More positions owned by Level Four Advisory Services

Apple (AAPL)
Alps Etf Tr Level Four Large (LGRO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
T Rowe Price Etf Cap Appreciation (TCAF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alps Etf Tr Smith Core Plus (SMTH)
Wisdomtree Tr Floatng Rat Trea (USFR)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)

View all positions for Level Four Advisory Services

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