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iShares S&P SmallCap 600 Value Idx shares owned by Newman & Schimel

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

Historical chart of Newman & Schimel 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 Newman & Schimel 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 Newman & Schimel

Quarter filed Position value Share count Share price at filing
2022-12-31 $363k 4.0k 91.32
2022-09-30 $329k 4.0k 82.39
2022-06-30 $355k 4.0k 88.91
2022-03-31 $407k 4.0k 102.47
2021-12-31 $415k 4.0k 104.48
2021-09-30 $657k 6.5k 100.74
2021-06-30 $685k 6.5k 105.38
2021-03-31 $769k 7.6k 100.73
2020-12-31 $619k 7.6k 81.28

More positions owned by Newman & Schimel

Ishares Tr Core 1 5 Yr Usd (ISTB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Star Funds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Brd Mrk Etf (SCHB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p 500 Etf (IVV)

View all positions for Newman & Schimel

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
FMR
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Regions Bank
Wells Fargo & Company
UBS Group
Prime Capital Investment Advisors
Ameriprise Financial
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management

View all funds holding iShares S&P SmallCap 600 Value Idx