Private Advisor »

iShares S&P SmallCap 600 Value Idx shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 37k 110.59
2025-06-30 $3.9M 40k 99.49
2025-03-31 $3.9M 40k 97.48
2024-12-31 $4.5M 42k 108.61
2024-09-30 $3.1M 29k 107.66
2024-06-30 $2.4M 24k 97.27
2024-03-31 $2.7M 27k 102.75
2023-12-31 $2.8M 28k 103.06
2023-09-30 $2.3M 26k 89.21
2023-06-30 $2.4M 25k 96.57
2023-03-31 $2.2M 24k 93.59
2022-12-31 $418k 24k 17.67
2022-09-30 $1.6M 20k 82.47
2022-06-30 $4.3M 48k 89.03
2022-03-31 $4.7M 45k 104.49
2021-12-31 $4.7M 45k 104.49
2021-09-30 $3.8M 37k 100.66
2021-06-30 $13M 120k 105.43
2021-03-31 $7.7M 77k 100.75
2020-12-31 $1.7M 21k 81.33
2020-09-30 $1.2M 9.9k 122.40
2020-06-30 $1.3M 11k 120.40
2020-03-31 $1.3M 13k 99.92
2019-12-31 $4.9M 30k 160.80
2019-09-30 $2.5M 16k 150.90
2019-06-30 $2.5M 17k 148.15
2019-03-31 $2.5M 17k 148.00
2018-12-31 $2.2M 17k 131.87
2018-09-30 $15M 92k 166.93
2018-06-30 $1.9M 11k 164.33
2018-03-31 $8.3M 55k 150.84
2017-12-31 $1.8M 11k 156.00
2017-09-30 $4.3M 29k 149.29
2017-06-30 $2.8M 20k 138.93
2017-03-31 $3.1M 23k 135.00
2016-12-31 $3.3M 24k 140.75
2016-09-30 $1.5M 12k 123.65
2016-06-30 $1.2M 11k 115.91
2016-03-31 $1.2M 10k 112.83
2015-12-31 $1.3M 12k 107.91
2015-09-30 $1.3M 13k 104.62
2015-06-30 $1.6M 14k 117.81
2015-03-31 $2.1M 18k 118.91
2014-12-31 $1.4M 12k 117.97
2014-09-30 $1.2M 11k 107.27
2014-06-30 $1.3M 11k 115.42
2014-03-31 $1.2M 11k 113.49
2013-12-31 $956k 8.6k 111.31

More positions owned by Private Advisor

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)

View all positions for Private Advisor

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