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iShares S&P SmallCap 600 Value Idx shares owned by SkyOak Wealt

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

Historical chart of SkyOak Wealt 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 SkyOak Wealt 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 SkyOak Wealt

Quarter filed Position value Share count Share price at filing
2024-12-31 $533k 4.9k 108.61
2024-09-30 $487k 4.5k 107.66
2024-06-30 $654k 6.7k 97.27
2020-12-31 $238k 2.9k 81.34
2019-12-31 $1.3M 8.3k 160.84

More positions owned by SkyOak Wealt

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Us Vlu (IUSV)
Eli Lilly & Co. (LLY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p Scp Etf (IJR)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Amazon (AMZN)

View all positions for SkyOak Wealt

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