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iShares S&P SmallCap 600 Value Idx shares owned by N.E.W. Advisory Services

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by N.E.W. Advisory Services from 13F filings

Historical chart of N.E.W. Advisory Services 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 N.E.W. Advisory Services 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 N.E.W. Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $108k 972 110.59
2025-06-30 $97k 972 99.49
2025-03-31 $95k 972 97.48
2022-03-31 $203k 2.0k 101.00
2021-03-31 $205k 2.0k 101.99
2020-12-31 $269k 3.3k 81.02

More positions owned by N.E.W. Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Intl Aggr (IAGG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for N.E.W. Advisory Services

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