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

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

Historical chart of Per Stirling 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 Per Stirling 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 Per Stirling Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 2.3k 110.58
2025-06-30 $226k 2.3k 99.48
2025-03-31 $1.9M 19k 97.48
2024-12-31 $2.2M 20k 108.61
2024-09-30 $2.1M 20k 107.66
2024-03-31 $230k 2.2k 102.76
2023-12-31 $1.6M 16k 103.07
2022-12-31 $574k 6.3k 91.31

More positions owned by Per Stirling Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr S&p 500 Val Etf (IVE)
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
First Tr Exchange-traded Intermediate Dur (FIIG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Per Stirling Capital Management

Top funds holding iShares S&P SmallCap 600 Value Idx

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

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