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iShares S&P SmallCap 600 Value Idx shares owned by Planning Alternatives

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

Historical chart of Planning Alternatives 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 Planning Alternatives 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 Planning Alternatives

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 10k 110.59
2025-06-30 $1.0M 10k 99.49
2025-03-31 $999k 10k 97.48
2024-12-31 $1.1M 10k 108.61
2024-09-30 $1.1M 10k 107.66
2024-06-30 $1.0M 11k 97.27
2024-03-31 $1.1M 11k 102.76
2023-12-31 $1.1M 11k 103.07
2023-09-30 $967k 11k 89.22
2023-06-30 $1.0M 11k 95.09
2023-03-31 $1.0M 11k 93.59
2022-12-31 $989k 11k 91.31
2022-09-30 $895k 11k 82.47
2022-06-30 $966k 11k 89.02
2022-03-31 $1.1M 11k 102.38
2021-12-31 $1.1M 11k 104.50
2021-09-30 $1.1M 11k 100.63
2021-06-30 $1.1M 11k 105.42
2021-03-31 $1.1M 11k 100.78
2020-12-31 $896k 11k 81.28
2020-09-30 $678k 5.5k 122.45
2020-06-30 $666k 5.5k 120.28
2020-03-31 $618k 6.2k 99.97
2019-12-31 $1.0M 6.2k 160.85
2019-09-30 $947k 6.3k 150.20
2019-06-30 $968k 6.5k 148.58
2019-03-31 $1.1M 7.2k 147.61
2018-12-31 $979k 7.4k 131.80
2018-09-30 $1.3M 8.0k 166.89
2018-06-30 $1.3M 8.1k 163.24
2017-12-31 $2.3M 15k 153.57
2017-09-30 $2.3M 16k 148.28
2017-06-30 $2.3M 17k 139.84
2017-03-31 $2.4M 18k 138.63
2016-12-31 $2.6M 18k 140.02
2016-09-30 $2.4M 19k 124.79
2016-06-30 $2.3M 20k 116.83
2016-03-31 $2.3M 21k 113.31
2015-12-31 $2.3M 22k 108.14
2015-09-30 $2.5M 24k 104.77
2015-06-30 $3.3M 28k 117.75
2015-03-31 $3.4M 29k 118.91
2014-12-31 $3.5M 29k 117.95
2014-09-30 $3.2M 30k 107.29
2014-06-30 $3.7M 32k 115.45
2014-03-31 $3.4M 30k 113.47
2013-12-31 $3.4M 31k 109.65

More positions owned by Planning Alternatives

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Microsoft Corporation (MSFT)

View all positions for Planning Alternatives

Top funds holding iShares S&P SmallCap 600 Value Idx

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

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