iShares S&P SmallCap 600 Value Idx shares owned by Modern Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern 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 Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $396k | 3.6k | 110.59 |
| 2025-06-30 | $444k | 4.5k | 99.50 |
| 2025-03-31 | $2.0M | 20k | 97.48 |
| 2024-12-31 | $505k | 4.6k | 108.61 |
| 2024-09-30 | $366k | 3.4k | 107.60 |
| 2024-06-30 | $340k | 3.5k | 97.17 |
| 2024-03-31 | $351k | 3.4k | 102.65 |
| 2023-12-31 | $399k | 3.9k | 103.09 |
Top funds holding iShares S&P SmallCap 600 Value Idx
View all funds holding iShares S&P SmallCap 600 Value Idx