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

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

Historical chart of Sterling Financial Planning 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 Sterling Financial Planning 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 Sterling Financial Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.9M 87k 103.07
2023-09-30 $7.7M 86k 89.22
2023-06-30 $8.4M 88k 95.09
2023-03-31 $8.4M 90k 93.59
2022-12-31 $8.5M 93k 91.31
2022-09-30 $7.6M 92k 82.45
2022-06-30 $7.8M 88k 89.03
2022-03-31 $8.7M 85k 102.39
2021-12-31 $8.7M 84k 104.49
2021-09-30 $8.2M 82k 100.67
2021-06-30 $8.4M 80k 105.43
2021-03-31 $7.7M 77k 100.74
2020-12-31 $6.0M 74k 81.31

More positions owned by Sterling Financial Planning

Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Sp Smcp600vl Etf (IJS)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us Small Cap Val (DFSV)

View all positions for Sterling Financial Planning

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