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

View all positions for Market Street Wealth Management Advisors

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
M^T Bank Corporation
Regions Bank
Advisor Group Holdings
Wells Fargo & Company
UBS Group
Prime Capital Investment Advisors
Modera Wealth Management
Pnc Financial Services
Goldman Sachs Group
Commonwealth Equity Services
Bessemer
Royal Bank of Canada
Bank Of Montreal
One Capital Management

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