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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

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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
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