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iShares S&P SmallCap 600 Value Idx shares owned by Market Street Wealth Management Advisors

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

Historical chart of Market Street Wealth Management Advisors 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 Market Street Wealth Management Advisors 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 Market Street Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $583k 5.3k 110.59
2025-06-30 $609k 6.1k 99.49
2025-03-31 $659k 6.8k 97.48
2024-12-31 $736k 6.8k 108.61
2024-09-30 $737k 6.8k 107.66
2024-06-30 $775k 8.0k 97.27
2024-03-31 $855k 8.3k 102.76
2023-12-31 $860k 8.3k 103.07
2023-09-30 $920k 10k 89.22
2023-06-30 $1.1M 12k 95.09
2023-03-31 $1.2M 12k 93.59
2022-12-31 $1.5M 17k 91.31
2022-09-30 $1.7M 21k 82.45
2022-06-30 $6.3M 70k 89.03
2022-03-31 $2.2M 22k 102.38
2021-12-31 $2.7M 26k 104.47
2021-09-30 $3.4M 34k 100.67
2021-06-30 $3.9M 37k 105.43
2021-03-31 $4.8M 48k 100.74
2020-12-31 $4.2M 52k 81.31
2020-09-30 $3.3M 27k 122.43
2020-06-30 $3.5M 29k 120.38
2020-03-31 $2.1M 21k 99.96
2019-12-31 $4.2M 26k 160.79
2019-09-30 $4.0M 26k 150.18
2019-06-30 $3.2M 21k 150.91
2019-03-31 $3.5M 23k 147.54
2018-12-31 $2.4M 19k 131.83

More positions owned by Market Street Wealth Management Advisors

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us High Profitab (DUHP)
Spdr Series Trust Portfolio S&p500 (SPLG)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Market Street Wealth Management Advisors

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