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iShares S&P SmallCap 600 Value Idx shares owned by Northwest Wealth Management

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

Historical chart of Northwest Wealth 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 Northwest Wealth 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 Northwest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $604k 5.3k 113.73
2025-09-30 $591k 5.3k 110.60
2025-06-30 $550k 5.5k 99.48
2025-03-31 $520k 5.3k 97.48
2024-12-31 $579k 5.3k 108.61
2024-09-30 $605k 5.6k 107.66
2024-06-30 $592k 6.1k 97.27
2024-03-31 $631k 6.1k 102.76
2023-12-31 $687k 6.7k 103.07
2023-09-30 $640k 7.2k 89.22
2023-06-30 $682k 7.2k 95.09
2023-03-31 $671k 7.2k 93.59
2022-12-31 $654k 7.2k 91.32
2022-09-30 $611k 7.4k 82.40
2022-06-30 $659k 7.4k 89.02
2022-03-31 $855k 8.3k 102.41
2021-12-31 $872k 8.3k 104.51
2021-09-30 $762k 7.6k 100.65
2021-06-30 $797k 7.6k 105.38
2021-03-31 $748k 7.4k 100.69
2020-12-31 $611k 7.5k 81.30
2020-09-30 $503k 4.1k 122.47
2020-06-30 $928k 7.7k 120.35
2020-03-31 $776k 7.8k 99.96
2019-03-31 $71k 483 147.00
2018-12-31 $64k 483 132.51
2018-09-30 $86k 516 166.67
2018-06-30 $84k 516 162.79
2018-03-31 $78k 516 151.16

More positions owned by Northwest Wealth Management

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Equity Market (DFUS)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Northwest Wealth Management

Top funds holding iShares S&P SmallCap 600 Value Idx

Wells Fargo & Company
FMR
Valpey Financial Services
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Pnc Financial Services
M^T Bank Corporation
HighTower Advisors
Commonwealth Equity Services
Royal Bank of Canada
Regions Bank
Northwestern Mutual Wealth Management Company

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