Towerpoint Wealth »

iShares S&P SmallCap 600 Value Idx shares owned by Towerpoint Wealth

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

Historical chart of Towerpoint Wealth 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 Towerpoint Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Towerpoint Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $246k 2.2k 113.75
2025-09-30 $239k 2.2k 110.57
2025-06-30 $219k 2.2k 99.49

More positions owned by Towerpoint Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
T Rowe Price Etf Qm Us Bond Etf (TAGG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
First Tr Exchange-traded SHS (FVD)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Series Trust State Street Spd (KOMP)
Eli Lilly & Co. (LLY)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Towerpoint Wealth

Top funds holding iShares S&P SmallCap 600 Value Idx

Wells Fargo & Company
FMR
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
Envestnet Asset Management

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