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

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

Historical chart of LifeSteps 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 LifeSteps 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 LifeSteps Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 20k 110.59
2025-06-30 $2.1M 22k 99.49
2025-03-31 $2.0M 21k 97.48
2024-12-31 $2.1M 20k 108.61
2024-09-30 $2.0M 19k 107.66
2024-06-30 $1.8M 19k 97.27
2024-03-31 $2.3M 22k 102.76
2023-12-31 $2.3M 23k 103.07
2023-09-30 $2.0M 22k 89.22
2023-06-30 $2.0M 21k 95.09
2023-03-31 $2.0M 22k 93.59
2022-12-31 $2.0M 22k 91.31
2022-09-30 $1.9M 23k 82.47
2022-06-30 $2.1M 24k 89.03
2022-03-31 $2.5M 25k 102.38
2021-12-31 $2.1M 20k 104.48
2021-09-30 $2.1M 20k 100.66
2021-06-30 $2.3M 22k 105.41
2021-03-31 $2.2M 22k 100.73
2020-12-31 $1.8M 22k 81.31
2020-09-30 $1.4M 11k 122.41
2020-06-30 $1.4M 12k 120.38
2020-03-31 $1.0M 11k 99.94
2019-12-31 $1.9M 12k 160.77

More positions owned by LifeSteps Financial

Invesco Qqq Trust Series I Etf (QQQ)
Spdr S&p 500 Etf Trust Etf (SPY)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf Etf (VTV)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr S&p Dividend Etf Etf (SDY)
Technology Select Sector Spdr Fund Etf (XLK)
Jpmorgan Chase & Co Stock (JPM)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Russell 2000 Etf Etf (IWM)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Us Bancorp Del Stock (USB)

View all positions for LifeSteps 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