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iShares S&P SmallCap 600 Value Idx shares owned by Transcendent Capital Group

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

Historical chart of Transcendent Capital 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 Transcendent Capital 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 Transcendent Capital Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.1M 30k 136.68
2024-12-31 $35k 323 108.61
2024-09-30 $36k 335 107.57
2024-06-30 $56k 579 97.19
2024-03-31 $59k 575 102.85
2023-12-31 $58k 566 103.07

More positions owned by Transcendent Capital Group

Allianzim Buffer15 Uncapped Allocation Etf Allianzim Buf 15 (SPBU)
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW)
First Trust Etf Iv First Trust Enhanced Short First Tr Enh New (FTSM)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Invesco Qqq Trust Unit Ser 1 (QQQ)
Apple (AAPL)
State Street Spdr Portfolio S&p Etf St Str P500etf (SPYM)
Microsoft Corporation (MSFT)
Capital Group Core Equity Etf Shs Creation Unit Shs Creat Unit (CGUS)
Vanguard Large-cap Etf Large Cap Etf (VV)
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR)
Ishares Tr Sp Smcp600vl Etf Sp Smcp600vl Etf (IJS)
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Global X Artificial Intelligence & Technology Artificial Etf (AIQ)

View all positions for Transcendent Capital Group

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
Sherman Porfolios
FMR
Pinkerton Retirement Specialists
Wells Fargo & Company
UBS Group
USA Financial Portformulas
LPL Financial
Ameriprise Financial
Prime Capital Investment Advisors
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Royal Bank of Canada

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