Moisand Fitzgerald Tamayo »

iShares S&P SmallCap 600 Value Idx shares owned by Moisand Fitzgerald Tamayo

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Moisand Fitzgerald Tamayo from 13F filings

Historical chart of Moisand Fitzgerald Tamayo investment in iShares S&P SmallCap 600 Value Idx

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All positions including iShares S&P SmallCap 600 Value Idx held by Moisand Fitzgerald Tamayo 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 Moisand Fitzgerald Tamayo

Quarter filed Position value Share count Share price at filing
2024-09-30 $74k 691 107.64
2024-06-30 $68k 703 97.25
2024-03-31 $77k 745 102.73
2023-12-31 $85k 826 103.04
2023-09-30 $68k 767 89.21
2023-06-30 $145k 1.5k 95.12
2023-03-31 $146k 1.6k 93.60
2022-12-31 $145k 1.6k 91.29
2022-09-30 $130k 1.6k 82.17
2022-06-30 $174k 2.0k 88.78
2022-03-31 $110k 1.1k 102.04
2021-12-31 $216k 2.1k 104.30
2021-09-30 $212k 2.1k 100.47
2021-06-30 $222k 2.1k 105.51
2021-03-31 $214k 2.1k 100.56
2020-12-31 $173k 2.1k 81.37
2020-09-30 $137k 1.1k 122.65
2020-06-30 $134k 1.1k 120.18
2020-03-31 $122k 1.2k 100.25
2019-12-31 $232k 1.4k 160.66
2019-09-30 $217k 1.4k 150.38
2019-06-30 $210k 1.4k 148.31
2019-03-31 $259k 1.8k 147.66
2018-12-31 $230k 1.7k 131.81
2018-09-30 $265k 1.6k 166.67
2018-06-30 $273k 1.7k 163.18
2018-03-31 $252k 1.7k 150.63
2017-12-31 $256k 1.7k 153.39
2017-09-30 $249k 1.7k 148.57
2017-06-30 $248k 1.8k 140.11
2017-03-31 $245k 1.8k 138.42
2016-12-31 $296k 2.1k 139.89
2016-09-30 $266k 2.1k 124.77
2016-06-30 $249k 2.1k 117.01
2016-03-31 $283k 2.5k 113.43
2015-12-31 $252k 2.3k 108.20

More positions owned by Moisand Fitzgerald Tamayo

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Avantis Us Mid C (AVMV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Moisand Fitzgerald Tamayo

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