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

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

Historical chart of Pension & Wealth Management 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 Pension & Wealth Management 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 Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $399k 2.9k 136.68
2026-03-31 $346k 2.9k 118.45
2025-12-31 $332k 2.9k 113.72
2025-09-30 $431k 3.9k 110.59
2025-06-30 $417k 4.2k 99.49
2025-03-31 $409k 4.2k 97.48
2024-12-31 $439k 4.0k 108.61
2024-09-30 $16k 150 107.66

More positions owned by Pension & Wealth Management Advisors

Schwab 1000 Index Etf Etf (SCHK)
Fidelity Total Bond Etf Etf (FBND)
State Street Doubleline Total Return Tactical Etf Etf (TOTL)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Capital Group International Equity Etf Etf (CGIE)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p 500 Etf Etf (IVV)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Ishares Aaa Clo Active Etf Etf (CLOA)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)

View all positions for Pension & Wealth Management 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
Ameriprise Financial
Prime Capital Investment Advisors
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Royal Bank of Canada

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