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iShares S&P SmallCap 600 Value Idx shares owned by Matrix Private Capital Group

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

Historical chart of Matrix Private Capital 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 Matrix Private Capital 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 Matrix Private Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $171k 1.5k 110.59
2025-06-30 $154k 1.5k 99.49
2024-09-30 $11k 100 107.66

More positions owned by Matrix Private Capital Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Eaton Vance Tax Managed Diversified Eq. (ETY)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Select Sector Spdr Tr Energy (XLE)
Global X Fds Glbl X Mlp Etf (MLPA)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Cohen & Steers Quality Income Realty (RQI)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Matrix Private Capital Group

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