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iShares S&P SmallCap 600 Value Idx shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.6M 78k 110.59
2025-06-30 $8.1M 81k 99.49
2025-03-31 $8.8M 91k 97.48
2024-12-31 $12M 106k 108.61
2024-09-30 $10M 97k 107.66
2024-06-30 $10M 104k 97.27
2024-03-31 $12M 115k 102.76
2023-12-31 $13M 123k 103.07
2023-09-30 $10M 116k 89.22
2023-06-30 $12M 123k 95.09
2023-03-31 $11M 121k 93.59
2022-12-31 $11M 123k 91.31
2022-09-30 $8.7M 105k 82.45
2022-06-30 $9.9M 111k 89.03
2022-03-31 $7.9M 77k 102.39
2021-12-31 $5.9M 57k 104.50
2021-09-30 $4.8M 48k 100.66
2021-06-30 $3.6M 34k 105.44
2021-03-31 $3.2M 32k 100.76
2020-12-31 $264k 3.2k 81.28
2020-09-30 $188k 1.5k 124.26
2020-06-30 $198k 1.7k 117.93
2020-03-31 $152k 1.6k 92.80
2019-12-31 $263k 1.6k 160.76
2019-09-30 $219k 1.5k 150.10
2019-06-30 $288k 1.9k 148.38
2019-03-31 $212k 1.4k 147.43
2018-12-31 $147k 1.1k 131.48
2018-09-30 $340k 2.0k 167.49
2018-06-30 $157k 958 163.88
2018-03-31 $138k 934 147.75
2017-12-31 $120k 779 154.04
2017-09-30 $124k 834 148.68
2017-06-30 $91k 654 139.14
2016-12-31 $60k 428 140.19
2016-06-30 $50k 428 116.82
2016-03-31 $49k 428 114.49
2014-03-31 $14k 125 112.00

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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