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iShares S&P SmallCap 600 Value Idx shares owned by Trifecta Capital Advisors

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

Historical chart of Trifecta Capital 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 Trifecta Capital 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 Trifecta Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $44k 320 136.68

More positions owned by Trifecta Capital Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Caterpillar (CAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Palo Alto Networks (PANW)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Advanced Micro Devices (AMD)
Crowdstrike Hldgs Cl A (CRWD)

View all positions for Trifecta Capital Advisors

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
Prime Capital Investment Advisors
Modera Wealth Management
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Royal Bank of Canada

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