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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
2025-09-30 $22k 198 110.41
2025-06-30 $20k 198 99.25
2025-03-31 $23k 237 97.62
2024-12-31 $26k 237 108.71
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)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Series Trust S&p Semicndctr (XSD)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Tr Exchange-traded SHS (QTEC)
Alps Etf Tr Alerian Mlp (AMLP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for MGB Wealth Management

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