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iShares S&P SmallCap 600 Value Idx shares owned by Next Capital Management

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

Historical chart of Next Capital Management 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 Next Capital Management 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 Next Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $357k 3.2k 110.59
2025-06-30 $321k 3.2k 99.49
2025-03-31 $205k 2.1k 97.48

More positions owned by Next Capital Management

Ishares Core S&p 500 Etf Uie (IVV)
Apollo Investment Corp. (MFIC)
Blackrock Tcp Cap Corp (TCPC)
Invsc Qqq Trust Srs 1 Etf Uie (QQQ)
Facebook Inc cl a (META)
Ishares Core Msci Eafe Etf Uie (IEFA)
Amazon (AMZN)
Ishares Russell 1000 Growth Etf Uie (IWF)
Vanguard Total Stock Market Etf Uie (VTI)
Apple (AAPL)
Ishares Core Msci Emerging Etf Uie (IEMG)
Vanguard S&p 500 Etf Uie (VOO)
Ishares S&p 500 Growth Etf Uie (IVW)
Ishares Core S&p Small Cap Etf Uie (IJR)
NVIDIA Corporation (NVDA)

View all positions for Next Capital Management

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