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

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

Historical chart of Marion 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 Marion 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 Marion Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $371k 3.4k 107.66
2024-06-30 $231k 2.4k 97.27

More positions owned by Marion Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Core Msci Emkt (IEMG)
Ubs Ag London Branch Etracs Aler Mlp (MLPB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Wisdomtree Tr Us Midcap Divid (DON)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Apple (AAPL)
Ishares Tr Rus 2000 Val Etf (IWN)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)

View all positions for Marion 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