Novak & Powell Financial Services »

iShares S&P SmallCap 600 Value Idx shares owned by Novak & Powell Financial Services

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

Historical chart of Novak & Powell Financial 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 Novak & Powell Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Novak & Powell Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 19k 107.66
2024-06-30 $1.8M 19k 97.27
2024-03-31 $836k 8.1k 102.76
2023-12-31 $1.9M 19k 102.78

More positions owned by Novak & Powell Financial Services

Vanguard Growth Etf Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Large-cap Etf Large Cap Etf (VV)
Spdr S&p 500 Etf Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Value Etf Value Etf (VTV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA)
Vanguard Short Term Cor Bd Etf Short Term Treas (VCSH)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)

View all positions for Novak & Powell Financial Services

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
FMR
M^T Bank Corporation
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