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Philip James Wealth Mangement »

iShares S&P SmallCap 600 Value Idx shares owned by Philip James Wealth Mangement

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

Historical chart of Philip James Wealth Mangement 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 Philip James Wealth Mangement 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 Philip James Wealth Mangement

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$232k	2.3k	102.78
2023-12-31	$216k	2.1k	103.07

More positions owned by Philip James Wealth Mangement

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

Ishares Tr Msci Acwi Ex Us (ACWX)

First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

Ishares Tr Core Div Grwth (DGRO)

Vanguard Index Fds Total Stk Mkt (VTI)

First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)

First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)

Innovator Etfs Trust Laderd Alctn Pwr (BUFF)

Listed Fd Tr Horizon Kinetics (INFL)

Invesco Actively Managed Etf S&p500 Downsid (PHDG)

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

First Tr Exchange-traded Senior Ln Fd (FTSL)

Listed Fd Tr Core Alt Fd (CCOR)

J P Morgan Exchange Traded F Hedged Equity La (HELO)

View all positions for Philip James Wealth Mangement

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation

M^T Bank Corporation

Wells Fargo & Company

Regions Bank

Advisor Group Holdings

UBS Group

Prime Capital Investment Advisors

CI Private Wealth

Modera Wealth Management

Pnc Financial Services

Goldman Sachs Group

Commonwealth Equity Services

Bessemer

Royal Bank of Canada

Bank Of Montreal

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

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