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iShares S&P SmallCap 600 Value Idx shares owned by Swaine & Leidel Wealth Services

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

Historical chart of Swaine & Leidel Wealth Services 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 Swaine & Leidel Wealth Services 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 Swaine & Leidel Wealth Services

Quarter filed Position value Share count Share price at filing
2022-03-31 $723k 723 1000.00
2021-09-30 $622k 6.2k 100.58
2021-03-31 $723k 7.2k 100.71

More positions owned by Swaine & Leidel Wealth Services

Wisdomtree Tr Emg Mkts Smcap (DGS)
UnitedHealth (UNH)
UGI Corporation (UGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Abbvie (ABBV)
Texas Instruments Incorporated (TXN)
Lowe's Companies (LOW)
Johnson & Johnson (JNJ)
Ishares Msci Gbl Etf New (PICK)
Lockheed Martin Corporation (LMT)
Automatic Data Processing (ADP)
Qualcomm (QCOM)
Amgen (AMGN)
At&t (T)
Bristol Myers Squibb (BMY)

View all positions for Swaine & Leidel Wealth Services

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
M^T Bank Corporation
Wells Fargo & Company
Regions Bank
Advisor Group Holdings
UBS Group
Prime Capital Investment Advisors
CI Private Wealth
Modera Wealth Management
Pnc Financial Services
Goldman Sachs Group
Orion Portfolio Solutions
Commonwealth Equity Services
Bessemer
Royal Bank of Canada

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