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iShares S&P SmallCap 600 Value Idx shares owned by MGB Wealth Management

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

Historical chart of MGB Wealth Management 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 MGB Wealth Management 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 MGB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $26k 237 107.68
2024-06-30 $24k 237 101.40
2024-03-31 $24k 237 102.61
2023-12-31 $24k 237 102.87

More positions owned by MGB Wealth Management

Applovin Corp Com Cl A (APP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Ser Tr S&p Semicndctr (XSD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Broadcom (AVGO)
Marathon Petroleum Corp (MPC)
Vanguard Index Fds Growth Etf (VUG)
Oneok (OKE)
Canadian Natural Resources (CNQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eaton Corp SHS (ETN)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)

View all positions for MGB Wealth Management

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
Prime Capital Investment Advisors
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management
Stifel Financial
Jpmorgan Chase & Co

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