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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
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)
Ishares Tr S&p 500 Val Etf (IVE)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Global 100 Etf (IOO)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
First Tr Exchange-traded Intermediate Dur (FIIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Us Quality Grow (QGRO)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Wellington Us Multifactor (VFMF)

View all positions for Per Stirling Capital Management

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
Prime Capital Investment Advisors
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management
Stifel Financial
Jpmorgan Chase & Co

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