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iShares S&P SmallCap 600 Value Idx shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial 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 Phillips Financial 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 123k 110.59
2025-06-30 $13M 129k 99.49
2025-03-31 $13M 132k 97.48
2024-12-31 $15M 142k 108.61
2024-09-30 $20M 189k 107.66
2024-06-30 $19M 199k 97.27
2024-03-31 $21M 204k 102.76
2023-12-31 $21M 207k 103.07
2023-09-30 $19M 210k 89.22
2023-06-30 $20M 211k 95.09
2023-03-31 $20M 210k 93.59
2022-12-31 $20M 213k 91.31
2022-09-30 $18M 217k 82.45
2022-06-30 $20M 220k 89.03
2022-03-31 $22M 219k 102.42
2021-12-31 $22M 212k 104.49
2021-09-30 $21M 207k 100.67
2021-06-30 $21M 201k 105.43
2021-03-31 $21M 209k 100.74
2020-12-31 $18M 224k 81.31
2020-09-30 $14M 114k 122.42
2020-06-30 $14M 116k 120.37
2020-03-31 $11M 116k 93.07
2019-12-31 $22M 135k 160.80
2019-09-30 $20M 136k 150.19
2019-06-30 $20M 134k 149.03
2019-03-31 $20M 133k 149.91
2018-12-31 $17M 132k 131.85
2018-09-30 $23M 137k 164.59
2018-06-30 $23M 140k 164.54
2018-03-31 $21M 142k 150.58
2017-12-31 $22M 140k 155.55
2017-09-30 $21M 140k 148.31
2017-06-30 $20M 138k 143.27
2017-03-31 $18M 135k 134.13
2016-12-31 $19M 135k 140.75
2016-09-30 $17M 136k 121.38
2016-06-30 $17M 138k 121.86
2016-03-31 $16M 139k 113.30
2015-12-31 $13M 133k 97.59
2015-09-30 $14M 129k 108.31
2015-06-30 $15M 128k 116.38
2015-03-31 $15M 125k 119.58
2014-12-31 $14M 125k 113.74
2014-09-30 $13M 122k 103.78
2014-06-30 $14M 121k 113.62
2014-03-31 $13M 119k 111.44
2013-12-31 $13M 119k 110.69
2013-09-30 $12M 121k 102.08
2013-06-30 $12M 121k 99.76
2012-09-30 $9.6M 122k 79.37
2012-06-30 $9.0M 121k 74.25
2012-03-31 $9.5M 121k 78.85
2011-09-30 $7.9M 133k 59.19
2011-03-31 $10M 132k 76.22

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Phillips Financial Management

Top funds holding iShares S&P SmallCap 600 Value Idx

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