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iShares S&P SmallCap 600 Value Idx shares owned by True Link Financial Advisors

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

Historical chart of True Link Financial 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 True Link Financial 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 True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $49k 410 118.45
2023-12-31 $232k 2.3k 103.07
2023-09-30 $201k 2.3k 89.22
2023-06-30 $214k 2.3k 95.09
2023-03-31 $211k 2.3k 93.59
2022-12-31 $206k 2.3k 91.31
2022-06-30 $1.1M 13k 89.05
2022-03-31 $241k 2.4k 102.21
2021-12-31 $2.6M 19k 138.79
2021-09-30 $2.7M 21k 130.03
2021-06-30 $2.8M 21k 132.62
2021-03-31 $2.7M 21k 128.21
2020-12-31 $2.4M 21k 114.17

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Core S&p 500 Etf Etf (IVV)
Dimensional Core Fixed Income Etf Etf (DFCF)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Dimensional International Value Etf Etf (DFIV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core International Aggregate Bond Etf Etf (IAGG)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Msci Europe Etf Etf (IEUR)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for True Link Financial Advisors

Top funds holding iShares S&P SmallCap 600 Value Idx

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

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