UMA Financial Services »

iShares S&P SmallCap 600 Value Idx shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services 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 UMA Financial Services 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 UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 15k 110.59
2025-06-30 $1.5M 15k 99.49
2025-03-31 $1.5M 16k 97.48
2024-12-31 $1.7M 16k 108.61
2024-09-30 $1.7M 16k 107.81
2024-06-30 $1.8M 17k 106.54
2024-03-31 $1.6M 17k 94.66
2023-12-31 $1.7M 17k 99.95
2023-09-30 $1.5M 17k 87.12
2023-06-30 $1.6M 17k 95.75
2023-03-31 $1.6M 17k 92.83
2022-12-31 $2.0M 20k 98.65
2022-09-30 $1.9M 21k 87.32
2022-06-30 $2.4M 24k 97.02
2022-03-31 $2.9M 29k 99.67
2021-12-31 $3.1M 30k 105.74
2021-09-30 $3.2M 31k 103.79
2021-06-30 $3.0M 31k 98.83
2021-03-31 $3.2M 31k 102.10
2020-12-31 $3.1M 34k 92.34
2020-09-30 $2.5M 38k 64.84
2020-06-30 $2.6M 19k 133.68
2020-03-31 $2.0M 20k 101.42
2019-12-31 $2.6M 17k 159.03
2019-09-30 $2.6M 17k 158.13

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Northwestern Mutual Wealth Management Company

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