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iShares S&P SmallCap 600 Value Idx shares owned by Powell Investment Advisors

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

Historical chart of Powell Investment Advisors 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 Powell Investment 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 Powell Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $59k 533 110.59
2025-06-30 $53k 533 99.49
2025-03-31 $52k 533 97.48
2024-12-31 $58k 533 108.61
2024-09-30 $57k 533 107.66
2024-06-30 $55k 568 97.25
2021-06-30 $0 0 0.00

More positions owned by Powell Investment Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 2000 Grw Etf (IWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Select Divid Etf (DVY)
Amazon (AMZN)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus Mdcp Val Etf (IWS)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Tesla Motors (TSLA)
Goldman Sachs (GS)
Ishares Tr Global 100 Etf (IOO)
Apple (AAPL)

View all positions for Powell Investment Advisors

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