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iShares S&P SmallCap 600 Value Idx shares owned by Taylor Financial Group

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

Historical chart of Taylor Financial Group 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 Taylor Financial Group 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 Taylor Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 20k 110.59
2025-06-30 $2.1M 21k 99.49
2025-03-31 $2.0M 21k 97.48
2024-12-31 $2.1M 20k 108.61
2024-09-30 $2.0M 19k 107.66
2024-06-30 $1.7M 18k 97.27
2024-03-31 $1.7M 17k 102.76
2023-12-31 $1.7M 17k 103.07

More positions owned by Taylor Financial Group

Vanguard Index Fds Growth Etf (VUG)
Norfolk Southern (NSC)
Oracle Corporation (ORCL)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Select Divid Etf (DVY)
Microsoft Corporation (MSFT)
Ishares Tr Core Divid Etf (DIVB)
Capital Group Core Balanced SHS (CGBL)
Fiserv (FI)
Ssga Active Etf Tr Globl Allo Etf (GAL)
Home Depot (HD)
Ishares Tr Core 40/60 Moder (AOM)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Taylor Financial Group

Top funds holding iShares S&P SmallCap 600 Value Idx

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Prime Capital Investment Advisors
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HighTower Advisors
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View all funds holding iShares S&P SmallCap 600 Value Idx