May Barnhard Investments »

iShares S&P SmallCap 600 Value Idx shares owned by May Barnhard Investments

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

Historical chart of May Barnhard Investments 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 May Barnhard Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by May Barnhard Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.1M 73k 110.59
2025-06-30 $7.6M 77k 99.49
2025-03-31 $7.5M 77k 97.48
2024-12-31 $8.6M 80k 108.61
2024-09-30 $8.6M 80k 107.66
2024-06-30 $8.2M 84k 97.27
2024-03-31 $9.4M 92k 102.76
2023-12-31 $10M 101k 103.07

More positions owned by May Barnhard Investments

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Sp Smcp600vl Etf (IJS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for May Barnhard Investments

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