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iShares S&P SmallCap 600 Value Idx shares owned by Rsm Us Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Rsm Us Wealth Management from 13F filings

Historical chart of Rsm Us Wealth Management 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 Rsm Us Wealth Management 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 Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 8.9k 114.77
2025-09-30 $985k 8.9k 110.59
2025-06-30 $896k 9.0k 99.51
2025-03-31 $1.1M 12k 97.47
2024-12-31 $1.3M 12k 108.38
2024-09-30 $1.4M 13k 105.92
2024-06-30 $1.2M 13k 96.29
2024-03-31 $679k 6.6k 102.77
2023-12-31 $906k 8.8k 103.07
2023-09-30 $508k 5.7k 89.74
2023-06-30 $544k 5.7k 95.09
2023-03-31 $537k 5.7k 93.60
2022-12-31 $469k 5.1k 91.30
2022-09-30 $417k 5.1k 82.38
2022-06-30 $323k 3.6k 89.08
2022-03-31 $371k 3.6k 102.51
2021-12-31 $414k 4.0k 104.55
2021-09-30 $392k 3.9k 100.77
2021-06-30 $410k 3.9k 105.40
2021-03-31 $226k 2.2k 100.85
2020-03-31 $270k 2.7k 100.04
2019-12-31 $235k 1.5k 160.85
2019-09-30 $218k 1.5k 150.34
2019-06-30 $219k 1.5k 148.88
2019-03-31 $216k 1.5k 147.24
2018-12-31 $215k 1.6k 132.06
2018-09-30 $285k 1.7k 167.55
2018-06-30 $278k 1.7k 163.82
2018-03-31 $262k 1.7k 150.57
2017-12-31 $348k 2.3k 153.71
2017-09-30 $334k 2.3k 148.38
2017-06-30 $314k 2.2k 139.80
2016-09-30 $221k 1.8k 124.65
2016-06-30 $207k 1.8k 116.75
2016-03-31 $201k 1.8k 113.37
2015-06-30 $206k 1.8k 117.58

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Bank of America Corporation (BAC)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)

View all positions for Rsm Us Wealth Management

Top funds holding iShares S&P SmallCap 600 Value Idx

Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Ameriprise Financial
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Regions Bank
Northwestern Mutual Wealth Management Company
Pensionmark Financial Group
G. W. Henssler & Associates

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