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iShares S&P SmallCap 600 Value Idx shares owned by Sensible Financial Planning & Management

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

Historical chart of Sensible Financial Planning & 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 Sensible Financial Planning & 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 Sensible Financial Planning & Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $269k 2.5k 107.82
2022-09-30 $302k 3.7k 82.47
2022-06-30 $326k 3.7k 89.02
2022-03-31 $377k 3.7k 102.50
2021-12-31 $385k 3.7k 104.59
2021-09-30 $388k 3.9k 100.62
2021-06-30 $404k 3.8k 105.32
2021-03-31 $437k 4.3k 100.78
2020-12-31 $353k 4.3k 81.41
2020-09-30 $265k 2.2k 122.23
2020-06-30 $261k 2.2k 120.39
2020-03-31 $217k 2.2k 100.09
2019-12-31 $349k 2.2k 160.98
2019-09-30 $326k 2.2k 150.37
2019-06-30 $322k 2.2k 148.52
2019-03-31 $213k 1.4k 147.51
2018-09-30 $241k 1.4k 166.90
2018-06-30 $236k 1.4k 163.43
2018-03-31 $218k 1.4k 150.97
2016-12-31 $215k 1.5k 140.07
2016-09-30 $215k 1.7k 125.07
2016-06-30 $206k 1.8k 116.71
2016-03-31 $227k 2.0k 113.27
2015-12-31 $219k 2.0k 107.99
2015-09-30 $214k 2.0k 104.75
2015-06-30 $245k 2.1k 117.56
2015-03-31 $248k 2.1k 118.83
2014-12-31 $324k 2.8k 117.78
2014-09-30 $325k 3.0k 107.12

More positions owned by Sensible Financial Planning & Management

Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Vanguard World Mega Cap Index (MGC)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Us Reit Etf (SCHH)

View all positions for Sensible Financial Planning & Management

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