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iShares S&P SmallCap 600 Value Idx shares owned by Lifestyle Asset Management

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

Historical chart of Lifestyle Asset Management 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 Lifestyle Asset Management 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 Lifestyle Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $370k 3.1k 118.45

More positions owned by Lifestyle Asset Management

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Series Trust State Street Spd (BIL)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Index Shs Fds State Street Spd (SPDW)
Exxon Mobil Corporation (XOM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Federated Hermes Etf Trust Mdt Small Cap (FSCC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Invesco Actively Managed Exc Msci Eafe Income (EFAA)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Lifestyle Asset Management

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
Sherman Porfolios
Wells Fargo & Company
FMR
UBS Group
USA Financial Portformulas
LPL Financial
Ameriprise Financial
Prime Capital Investment Advisors
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
M^T Bank Corporation
Royal Bank of Canada

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