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

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

Historical chart of Private Ocean 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 Ocean 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 Private Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $61k 627 97.24
2024-03-31 $72k 699 102.74
2023-12-31 $72k 699 103.05
2023-09-30 $62k 699 89.20
2023-06-30 $67k 699 95.07
2023-03-31 $65k 699 93.57
2022-12-31 $64k 699 91.29
2022-09-30 $78k 953 81.85
2022-06-30 $62k 699 88.70
2022-03-31 $181k 1.8k 102.20
2021-12-31 $196k 1.9k 104.48
2021-09-30 $178k 1.8k 100.51
2021-06-30 $187k 1.8k 105.59
2021-03-31 $178k 1.8k 100.57
2020-12-31 $144k 1.8k 81.31
2020-09-30 $112k 910 123.08
2020-06-30 $109k 910 119.78
2020-03-31 $91k 910 100.00
2019-12-31 $147k 911 161.36
2019-09-30 $137k 911 150.38
2019-06-30 $135k 911 148.19
2019-03-31 $134k 910 147.25
2018-12-31 $107k 809 132.26
2018-09-30 $160k 956 167.36
2018-06-30 $367k 2.2k 163.47
2018-03-31 $338k 2.2k 150.56
2017-12-31 $321k 2.1k 153.59
2017-09-30 $308k 2.1k 148.22
2017-06-30 $290k 2.1k 139.83
2017-03-31 $288k 2.1k 138.86
2016-12-31 $291k 2.1k 140.24
2016-09-30 $333k 2.7k 124.86
2016-06-30 $312k 2.7k 116.99
2016-03-31 $302k 2.7k 113.49
2015-12-31 $287k 2.6k 108.34
2015-09-30 $277k 2.6k 104.96
2015-06-30 $311k 2.6k 117.85
2015-03-31 $313k 2.6k 118.88
2014-12-31 $310k 2.6k 118.01
2014-09-30 $281k 2.6k 107.21
2014-06-30 $302k 2.6k 115.40
2014-03-31 $296k 2.6k 113.28
2013-12-31 $291k 2.6k 111.37

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional Global Real Estate ETF Etf (DFGR)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Apple (AAPL)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Market Vectors High Yield Muni ETF Etf (HYD)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

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