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iShares S&P SmallCap 600 Value Idx shares owned by Security National Trust

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

Historical chart of Security National Trust 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 Security National Trust 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 Security National Trust

Quarter filed Position value Share count Share price at filing
2021-09-30 $6.4M 61k 105.35
2021-06-30 $6.4M 61k 105.44
2021-03-31 $6.2M 62k 100.74
2020-12-31 $4.7M 58k 81.31
2020-09-30 $3.3M 27k 122.40
2020-06-30 $3.3M 28k 120.35
2020-03-31 $2.8M 28k 99.94
2019-12-31 $4.3M 27k 160.81
2019-09-30 $4.0M 27k 150.17
2019-06-30 $3.9M 26k 148.61
2019-03-31 $3.8M 26k 147.40
2018-12-31 $3.0M 23k 131.64
2018-09-30 $3.7M 22k 166.77
2018-06-30 $3.5M 22k 163.01
2018-03-31 $3.4M 22k 151.10
2017-12-31 $3.2M 21k 154.02
2017-09-30 $3.0M 20k 148.45
2017-06-30 $2.5M 18k 139.39
2017-03-31 $2.3M 17k 138.54
2016-12-31 $2.2M 16k 140.00
2016-09-30 $1.8M 15k 124.76
2016-06-30 $1.7M 15k 117.14
2016-03-31 $1.6M 14k 113.33
2015-12-31 $1.5M 14k 108.57
2015-09-30 $1.4M 13k 104.76
2015-06-30 $1.4M 12k 117.98
2015-03-31 $1.4M 12k 117.98
2014-12-31 $1.4M 12k 117.98
2014-09-30 $1.2M 12k 107.31
2014-06-30 $1.3M 11k 115.41
2014-03-31 $1.3M 11k 113.46
2013-12-31 $1.2M 11k 111.29
2013-09-30 $1.1M 11k 102.20
2013-06-30 $1.1M 12k 93.43
2012-12-31 $940k 12k 80.88

More positions owned by Security National Trust

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Msci Eafe Etf (EFA)
Home Depot (HD)
Amazon (AMZN)
Thermo Fisher Scientific Inccom (TMO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Paypal Holdings (PYPL)
Automatic Data Processing Incom (ADP)
Disney Walt Com Disney (DIS)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Sp Smcp600gr Etf (IJT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Security National Trust

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
FMR
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
UBS Group
Prime Capital Investment Advisors
Ameriprise Financial
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management

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