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iShares S&P SmallCap 600 Value Idx shares owned by Serenity Investment Advisors

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

Historical chart of Serenity Investment Advisors 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 Serenity Investment Advisors 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 Serenity Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $817k 6.3k 129.44
2025-12-31 $745k 6.2k 119.50

More positions owned by Serenity Investment Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Fidelity Covington Trust Enhanced Mid (FMDE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for Serenity Investment Advisors

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
Sherman Porfolios
Wells Fargo & Company
FMR
UBS Group
USA Financial Portformulas
LPL Financial
Ameriprise Financial
Prime Capital Investment Advisors
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
M^T Bank Corporation
Royal Bank of Canada

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