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iShares S&P SmallCap 600 Value Idx shares owned by Summit Financial Consulting

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

Historical chart of Summit Financial Consulting 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 Summit Financial Consulting 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 Summit Financial Consulting

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.5M 64k 118.45
2025-03-31 $5.0M 52k 97.48

More positions owned by Summit Financial Consulting

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Us Telecom Etf (IYZ)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Us Industrials (IYJ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr U.s. Bas Mtl Etf (IYM)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Select Sector Spdr Tr State Street Uti (XLU)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Summit Financial Consulting

Top funds holding iShares S&P SmallCap 600 Value Idx

FMR
Wells Fargo & Company
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Pnc Financial Services
M^T Bank Corporation
HighTower Advisors
Commonwealth Equity Services
Regions Bank
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Jones Financial Companies, L.L

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