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iShares S&P SmallCap 600 Value Idx shares owned by Spotlight Asset Group

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

Historical chart of Spotlight Asset Group 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 Spotlight Asset Group 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 Spotlight Asset Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $20k 200 97.27
2024-03-31 $21k 200 102.76
2023-12-31 $18k 200 89.22
2023-09-30 $18k 200 89.22
2023-06-30 $19k 200 95.09
2021-06-30 $212k 2.0k 105.58
2021-03-31 $2.5M 25k 100.72

More positions owned by Spotlight Asset Group

Apple Stock (AAPL)
Aptus Collared Investment Opportunity Etf Etf (ACIO)
Ishares Core S&p 500 Etf Etf (IVV)
Meta Platforms Inc Cl A Stock (META)
Aptus Defined Risk Etf Etf (DRSK)
Ishares S&p 500 Value Etf Etf (IVE)
Amazon Stock (AMZN)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Growth Etf Etf (VUG)
Opus Small Cap Value Etf Etf (OSCV)
Ishares Msci Eafe Etf Etf (EFA)
Aptus Enhanced Yield Etf Etf (JUCY)
Microsoft Corp Stock (MSFT)
Spdr S&p 500 Etf Trust Etf (SPY)
Gilead Sciences Stock (GILD)

View all positions for Spotlight Asset Group

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