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

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

Historical chart of LLBH Private 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 LLBH Private 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 LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.2M 83k 110.59
2025-06-30 $8.2M 82k 99.49
2025-03-31 $8.1M 83k 97.48

More positions owned by LLBH Private Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Lionsgate Studios Corp (LION)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)

View all positions for LLBH Private Wealth Management

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