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iShares S&P SmallCap 600 Value Idx shares owned by LRI Investments

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

Historical chart of LRI Investments 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 LRI Investments 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 LRI Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $130k 1.3k 102.76

More positions owned by LRI Investments

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Assured Guaranty Stock (AGO)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Dimensional International Core Equity Market Etf Etf (DFAI)
Wisdomtree International Equity Fund Etf (DWM)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Dimensional International Small Cap Value Etf Etf (DISV)
Vanguard Real Estate Etf Etf (VNQ)
Amazon Stock (AMZN)
Microsoft Corp Stock (MSFT)
Rtx Corporation Stock (RTX)
Apple Stock (AAPL)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for LRI Investments

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
FMR
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
UBS Group
Prime Capital Investment Advisors
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
LPL Financial
Commonwealth Equity Services
Bessemer
Royal Bank of Canada

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