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iShares S&P SmallCap 600 Value Idx shares owned by Octavia Wealth Advisors

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

Historical chart of Octavia Wealth Advisors 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 Octavia Wealth Advisors 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 Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $216k 1.6k 136.68

More positions owned by Octavia Wealth Advisors

Spdr Series Trust St Str P500val (SPYV)
Spdr Series Trust ST STR P500GRW (SPYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr Cr 5 10 Yr Etf (IMTB)
Amazon (AMZN)
Micron Technology (MU)

View all positions for Octavia Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
Sherman Porfolios
FMR
Pinkerton Retirement Specialists
Wells Fargo & Company
UBS Group
USA Financial Portformulas
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Royal Bank of Canada

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