Valley National Advisers »

iShares S&P SmallCap 600 Value Idx shares owned by Valley National Advisers

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Valley National Advisers from 13F filings

Historical chart of Valley National Advisers 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 Valley National Advisers 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 Valley National Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $430k 4.0k 108.53
2024-09-30 $426k 4.0k 107.52
2024-06-30 $385k 4.0k 97.17
2024-03-31 $407k 4.0k 102.73
2023-12-31 $408k 4.0k 102.98
2023-09-30 $353k 4.0k 89.10
2023-06-30 $377k 4.0k 95.15
2023-03-31 $364k 4.0k 91.87
2022-12-31 $384k 4.0k 96.92
2022-09-30 $351k 4.0k 88.59
2022-06-30 $355k 4.0k 89.60
2022-03-31 $406k 4.0k 102.47
2021-12-31 $414k 4.0k 104.49
2021-09-30 $399k 4.0k 100.71
2021-06-30 $418k 4.0k 105.50
2021-03-31 $399k 4.0k 100.71
2020-12-31 $322k 4.0k 81.27
2020-09-30 $243k 2.0k 122.67
2020-06-30 $238k 2.0k 120.14
2020-03-31 $198k 2.0k 99.95
2019-12-31 $319k 2.0k 161.03
2019-09-30 $298k 2.0k 150.43
2019-06-30 $294k 2.0k 148.41
2019-03-31 $292k 2.0k 147.40
2018-12-31 $261k 2.0k 131.75
2018-09-30 $331k 2.0k 167.09
2018-06-30 $323k 2.0k 163.05
2018-03-31 $299k 2.0k 150.93
2017-12-31 $304k 2.0k 153.46
2017-09-30 $294k 2.0k 148.41
2017-06-30 $277k 2.0k 139.83
2017-03-31 $275k 2.0k 138.82
2016-12-31 $277k 2.0k 139.83
2016-09-30 $151k 1.2k 124.79
2016-06-30 $141k 1.2k 116.53
2016-03-31 $137k 1.2k 113.22
2015-12-31 $132k 1.2k 107.84
2015-09-30 $128k 1.2k 104.58
2015-06-30 $144k 1.2k 117.65
2015-03-31 $146k 1.2k 119.28
2014-12-31 $135k 1.2k 111.57

More positions owned by Valley National Advisers

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Msci Usa Quality (GARP)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)
Lockheed Martin Corporation (LMT)
Ishares Tr Core Total Usd (IUSB)

View all positions for Valley National Advisers

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
FMR
Regions Bank
Wells Fargo & Company
M^T Bank Corporation
UBS Group
Prime Capital Investment Advisors
Ameriprise Financial
Modera Wealth Management
Commonwealth Equity Services
LPL Financial
Pnc Financial Services
Modern Wealth Management
Envestnet Asset Management

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