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iShares S&P SmallCap 600 Value Idx shares owned by Southern Capital Advisors

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

Historical chart of Southern Capital 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 Southern Capital 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 Southern Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.1M 50k 102.76
2023-12-31 $5.1M 49k 103.07
2023-09-30 $4.3M 48k 89.22
2023-06-30 $4.4M 46k 95.09
2023-03-31 $4.2M 45k 93.59
2022-12-31 $3.9M 43k 91.31

More positions owned by Southern Capital Advisors

Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
United Parcel Service CL B (UPS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core S&p Scp Etf (IJR)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Procter & Gamble Company (PG)
Ishares Tr Us Industrials (IYJ)
Ishares Tr Us Consum Discre (IYC)
Microsoft Corporation (MSFT)

View all positions for Southern Capital Advisors

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
Wells Fargo & Company
Regions Bank
Advisor Group Holdings
UBS Group
M^T Bank Corporation
Prime Capital Investment Advisors
CI Private Wealth
Modera Wealth Management
Pnc Financial Services
Goldman Sachs Group
Orion Portfolio Solutions
Commonwealth Equity Services
Bessemer
HighTower Advisors

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