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iShares S&P SmallCap 600 Value Idx shares owned by USA Financial Portformulas

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

Historical chart of USA Financial Portformulas 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 USA Financial Portformulas 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 USA Financial Portformulas

Quarter filed Position value Share count Share price at filing
2025-03-31 $4.3M 45k 97.48
2022-09-30 $1.0k 13 76.92
2022-06-30 $10k 116 86.21
2022-03-31 $9.0k 86 104.65
2021-09-30 $5.0k 49 102.04
2021-06-30 $8.0k 77 103.90
2021-03-31 $8.0k 77 103.90

More positions owned by USA Financial Portformulas

iShares Core S&P 500 Core S&p500 Etf (IVV)
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW)
Invesco QQQ Trust ETF Unit Ser 1 (QQQ)
SPDR S&P 500 Tr Unit (SPY)
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)
iShares iBoxx USD Inv Grade Corp Bond ETF Iboxx Inv Cp Etf (LQD)
BlackRock Institutional Trust Company N.A. - BTC iShares S&P GSCI Comm Unit Ben Int (GSG)
iShares iBoxx USD High Yield Corp Bond ETF Iboxx Hi Yd Etf (HYG)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF Allianzim Us Equ (SIXJ)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF Allianzim Us Equ (SIXO)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Telecomm Us Telecom Etf (IYZ)
iShares U.S. Technology ETF U.s. Tech Etf (IYW)
iShares U.S. Financials ETF U.s. Finls Etf (IYF)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Utilitie U.s. Utilits Etf (IDU)

View all positions for USA Financial Portformulas

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