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iShares S&P SmallCap 600 Value Idx shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors 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 Moneta Group Investment Advisors 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 150k 107.66
2024-06-30 $15M 155k 97.27
2024-03-31 $16M 154k 102.76
2023-12-31 $11M 106k 103.07
2023-09-30 $9.9M 111k 89.22
2023-06-30 $9.5M 100k 95.09
2023-03-31 $8.7M 93k 93.59
2022-12-31 $8.5M 1.6k 5384.85
2022-09-30 $6.5M 79k 82.45
2022-06-30 $6.5M 73k 89.03
2022-03-31 $2.5M 25k 102.39
2021-12-31 $2.1M 20k 104.49
2021-09-30 $2.0M 20k 100.67
2021-06-30 $1.5M 14k 105.43
2021-03-31 $1.8M 17k 100.74
2020-12-31 $771k 9.5k 81.31
2020-09-30 $462k 7.5k 61.21
2020-06-30 $454k 3.8k 120.36
2020-03-31 $423k 4.2k 99.93
2019-12-31 $476k 3.0k 160.81
2019-09-30 $575k 3.8k 150.21
2019-06-30 $419k 2.8k 148.63
2019-03-31 $397k 380 1044.74
2018-12-31 $312k 2.4k 131.87
2018-09-30 $406k 2.4k 167.01
2018-06-30 $407k 13k 31.76
2018-03-31 $357k 2.4k 150.95
2017-12-31 $363k 2.4k 153.49
2017-09-30 $351k 2.4k 148.41
2017-06-30 $331k 2.4k 139.96
2017-03-31 $328k 2.4k 138.69
2016-12-31 $331k 2.4k 139.96
2016-09-30 $295k 2.4k 124.74
2016-06-30 $276k 2.4k 116.70
2016-03-31 $268k 2.4k 113.32
2015-12-31 $256k 2.4k 108.25
2015-09-30 $248k 2.4k 104.86
2015-06-30 $279k 2.4k 117.97
2015-03-31 $262k 2.2k 119.09
2014-12-31 $246k 2.1k 117.70
2014-09-30 $224k 2.1k 107.18
2014-06-30 $229k 2.0k 115.37
2014-03-31 $213k 1.9k 113.30
2013-12-31 $209k 1.9k 111.17

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Archer Daniels Midland Company (ADM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

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