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iShares S&P SmallCap 600 Value Idx shares owned by Mather Group

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

Historical chart of Mather Group 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 Mather Group 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 Mather Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 18k 113.72
2025-09-30 $2.0M 18k 110.59
2025-06-30 $1.7M 17k 99.49
2025-03-31 $1.5M 16k 97.48
2024-12-31 $1.4M 13k 108.61
2024-09-30 $1.4M 13k 107.66
2024-06-30 $1.0M 10k 102.76
2024-03-31 $884k 8.6k 103.07
2023-12-31 $877k 8.5k 103.07
2023-09-30 $662k 7.4k 89.22
2023-06-30 $716k 7.5k 95.09
2023-03-31 $708k 7.6k 93.59
2022-12-31 $689k 7.5k 91.31
2022-09-30 $628k 7.6k 82.48
2022-06-30 $679k 7.6k 89.06
2022-03-31 $782k 7.6k 102.41
2021-12-31 $791k 7.6k 104.49
2021-09-30 $764k 7.6k 100.73
2021-06-30 $807k 7.7k 105.45
2021-03-31 $865k 8.6k 100.79
2020-12-31 $739k 9.1k 81.36
2020-09-30 $565k 4.6k 122.40
2020-06-30 $537k 4.5k 120.43
2020-03-31 $449k 4.5k 99.91
2019-12-31 $794k 4.9k 160.73
2018-09-30 $214k 1.3k 167.06
2018-06-30 $424k 2.6k 163.08
2018-03-31 $409k 2.7k 150.92
2017-12-31 $420k 2.7k 153.68
2017-09-30 $412k 2.8k 148.31
2017-06-30 $374k 2.7k 139.97
2017-03-31 $356k 2.6k 138.68
2016-12-31 $333k 2.4k 140.21
2016-09-30 $288k 2.3k 124.78
2016-06-30 $258k 2.2k 116.90
2016-03-31 $237k 2.1k 113.23
2015-12-31 $203k 1.9k 107.98

More positions owned by Mather Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr Series Trust Portfli Intrmdit (SPTI)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Mather Group

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
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Northwestern Mutual Wealth Management Company
Pensionmark Financial Group

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