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iShares S&P SmallCap 600 Value Idx shares owned by Lionsbridge Wealth Management

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

Historical chart of Lionsbridge Wealth 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 Lionsbridge Wealth 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 Lionsbridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 13k 107.66

More positions owned by Lionsbridge Wealth Management

Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Select Sector Spdr Tr Financial (XLF)
Quanta Services (PWR)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Future Ai & Tech (ARTY)

View all positions for Lionsbridge Wealth Management

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