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iShares S&P SmallCap 600 Value Idx shares owned by Stone Asset Management

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

Historical chart of Stone Asset Management 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 Stone Asset Management 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 Stone Asset Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $3.5M 38k 93.59
2022-12-31 $8.2M 90k 91.31
2022-09-30 $7.2M 87k 82.45
2022-06-30 $6.0M 67k 89.03
2022-03-31 $6.5M 64k 102.39
2021-12-31 $8.2M 79k 104.50

More positions owned by Stone Asset Management

Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Cohen Steer Reit (ICF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Stone Asset Management

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Northwestern Mutual Wealth Management Company

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