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

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

Historical chart of Summit Financial Wealth Advisors 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 Wealth Advisors 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 Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $544k 4.8k 113.72
2022-12-31 $250k 2.7k 91.31
2022-09-30 $253k 2.7k 92.34
2022-06-30 $255k 2.7k 93.07
2021-12-31 $294k 2.7k 107.30
2021-03-31 $223k 2.7k 81.39
2017-06-30 $229k 1.6k 139.63
2017-03-31 $227k 1.6k 138.41
2016-12-31 $230k 1.6k 140.24
2016-09-30 $205k 1.6k 125.00

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPBO)
Pimco Etf Tr Ultra Short Govt (BILZ)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Fidelity Covington Trust Enhanced Mid (FMDE)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Index Fds Total Stk Mkt (VTI)
Raytheon Technologies Corp (RTX)
Ishares Tr Core S&p Scp Etf (IJR)
Cummins (CMI)
3M Company (MMM)
Valero Energy Corporation (VLO)

View all positions for Summit Financial Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Value Idx

Wells Fargo & Company
FMR
Valpey Financial Services
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
Royal Bank of Canada
Regions Bank
Northwestern Mutual Wealth Management Company

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