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iShares S&P SmallCap 600 Value Idx shares owned by Meredith Wealth Planning

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

Historical chart of Meredith Wealth Planning 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 Meredith Wealth Planning 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 Meredith Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $567k 5.5k 102.76
2023-12-31 $579k 5.6k 103.06
2023-09-30 $489k 5.5k 89.21
2023-06-30 $522k 5.5k 95.08
2023-03-31 $512k 5.5k 93.59
2022-12-31 $499k 5.5k 91.31

More positions owned by Meredith Wealth Planning

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis All Eqt (AVGV)
Ishares Tr Msci Usa Mmentm (MTUM)
American Centy Etf Tr Emerging Mkt Val (AVES)
Ishares Tr Msci Intl Moment (IMTM)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Avantis All Eqt (AVGE)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Meredith Wealth Planning

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
Wells Fargo & Company
Regions Bank
Advisor Group Holdings
UBS Group
M^T Bank Corporation
Prime Capital Investment Advisors
CI Private Wealth
Modera Wealth Management
Pnc Financial Services
Goldman Sachs Group
Orion Portfolio Solutions
Commonwealth Equity Services
Bessemer
HighTower Advisors

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