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iShares S&P SmallCap 600 Value Idx shares owned by LMG Wealth Partners

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

Historical chart of LMG Wealth Partners 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 LMG Wealth Partners 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 LMG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 19k 113.72
2025-09-30 $2.1M 19k 110.59

More positions owned by LMG Wealth Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Raytheon Technologies Corp (RTX)
Chevron Corporation (CVX)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Cardinal Health (CAH)
Ishares Tr S&p 500 Val Etf (IVE)
Amazon (AMZN)

View all positions for LMG Wealth Partners

Top funds holding iShares S&P SmallCap 600 Value Idx

Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Pnc Financial Services
M^T Bank Corporation
HighTower Advisors
Commonwealth Equity Services
Royal Bank of Canada
Regions Bank
Northwestern Mutual Wealth Management Company
Envestnet Asset Management

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