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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
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)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Dividend Etf Etf (SDY)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Technology Select Sector Spdr Fund Etf (XLK)
Ishares Russell 2000 Etf Etf (IWM)
Vanguard Value Etf Etf (VTV)
Us Bancorp Del Stock (USB)
Jpmorgan Chase & Co Stock (JPM)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Schwab U.s. Mid-cap Etf Etf (SCHM)

View all positions for LifeSteps Financial

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