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iShares S&P SmallCap 600 Value Idx shares owned by Plante Moran Financial Advisors

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

Historical chart of Plante Moran Financial Advisors investment in iShares S&P SmallCap 600 Value Idx

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All positions including iShares S&P SmallCap 600 Value Idx held by Plante Moran Financial Advisors 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 Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $166k 1.5k 107.66
2024-06-30 $145k 1.5k 97.27
2024-03-31 $167k 1.6k 102.76
2023-12-31 $167k 1.6k 103.07
2023-09-30 $145k 1.6k 89.22
2023-06-30 $165k 1.7k 95.09
2023-03-31 $152k 1.6k 93.59
2022-12-31 $149k 1.6k 91.31
2022-09-30 $147k 1.8k 82.31
2022-06-30 $163k 1.8k 88.93
2022-03-31 $183k 1.8k 102.46
2021-12-31 $187k 1.8k 104.70
2021-09-30 $180k 1.8k 100.78
2021-06-30 $188k 1.8k 105.26
2021-03-31 $180k 1.8k 100.78
2020-12-31 $135k 1.7k 81.13
2020-09-30 $102k 832 122.60
2020-06-30 $100k 832 120.19
2020-03-31 $83k 832 99.76
2019-12-31 $202k 1.3k 160.70
2019-09-30 $291k 1.9k 150.39
2019-06-30 $191k 1.3k 148.29
2019-03-31 $1.9M 13k 147.54
2018-12-31 $1.7M 13k 131.84
2018-09-30 $2.6M 16k 166.92
2018-06-30 $231k 1.4k 163.48
2018-03-31 $133k 883 150.62
2017-12-31 $136k 883 154.02
2017-09-30 $131k 883 148.36
2017-06-30 $125k 893 139.98
2017-03-31 $122k 883 138.17
2016-12-31 $124k 883 140.43
2016-09-30 $15k 121 123.97
2016-06-30 $14k 121 115.70
2016-03-31 $25k 221 113.12
2015-12-31 $7.0k 65 107.69
2015-09-30 $7.0k 65 107.69
2015-06-30 $8.0k 65 123.08
2015-03-31 $8.0k 65 123.08
2014-12-31 $8.0k 65 123.08
2014-09-30 $7.0k 65 107.69

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Large-cap Etf Etf (VV)
Ishares National Muni Bond Etf Etf (MUB)
Apple Stock (AAPL)
Vanguard Small Cap Value Etf Etf (VBR)
Spdr S&p 500 Etf Trust Etf (SPY)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Pepsico Stock (PEP)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Chase & Co Stock (JPM)
Amazon Stock (AMZN)

View all positions for Plante Moran Financial Advisors

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