Strategic Wealth Partners »

iShares S&P SmallCap 600 Value Idx shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth Partners 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 Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.4M 53k 102.76
2023-09-30 $4.8M 54k 89.74
2023-06-30 $5.1M 54k 95.08
2023-03-31 $4.8M 54k 89.00
2022-12-31 $4.7M 51k 91.31
2022-09-30 $4.4M 53k 82.44
2022-06-30 $4.8M 54k 89.03
2022-03-31 $5.0M 49k 102.39
2021-12-31 $5.2M 49k 104.49
2021-09-30 $4.9M 49k 100.67
2021-03-31 $4.3M 42k 100.74
2020-12-31 $3.4M 42k 81.32
2020-09-30 $2.4M 20k 122.42
2020-06-30 $2.5M 21k 120.39
2020-03-31 $1.6M 16k 99.95
2019-12-31 $2.3M 14k 160.77
2019-09-30 $932k 6.2k 150.27
2019-06-30 $1.0M 6.8k 148.62
2019-03-31 $5.7M 5.7k 999.82
2018-12-31 $753k 5.7k 131.85
2018-09-30 $248 1.5k 0.17

More positions owned by Strategic Wealth Partners

Rus 1000 Grw Etf Ishares Tr (IWF)
S&p 500 Val Etf Ishares Tr (IVE)
Rus 1000 Val Etf Ishares Tr (IWD)
Total Stk Mkt Vanguard Index Fds (VTI)
Tr Unit Spdr S&p 500 Etf Tr (SPY)
S&p 500 Grwt Etf Ishares Tr (IVW)
Us Eqty Pwr Buf Innovator Etfs Tr (PDEC)
Core S&p Scp Etf Ishares Tr (IJR)
Msci Eafe Etf Ishares Tr (EFA)
Hendrson Aaa Cl Janus Detroit Str Tr (JAAA)
Core S&p500 Etf Ishares Tr (IVV)
Grwt Allocat Etf Ishares Tr (AOR)
Van Ftse Dev Mkt Vanguard Tax-managed Fds (VEA)
Russell 2000 Etf Ishares Tr (IWM)
Us Eqty Pwr Buf Innovator Etfs Tr (PJAN)

View all positions for Strategic Wealth Partners

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
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
LPL Financial
Royal Bank of Canada
One Capital Management
Stifel Financial
Northwestern Mutual Wealth Management Company

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