Warner Financial »

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

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

Historical chart of Warner Financial 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 Warner Financial 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 Warner Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $272k 2.5k 107.77
2024-06-30 $245k 2.5k 97.22
2024-03-31 $258k 2.5k 102.91

More positions owned by Warner Financial

Vanguard Large Cap Value Index ETF Etf (VTV)
Vanguard Large Cap Growth Index ETF Etf (VUG)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Vanguard Dividend Appreciation Index ETF Etf (VIG)
Invesco QQQ ETF Etf (QQQ)
Vanguard Mid Cap Index ETF Etf (VO)
Vanguard S&P 500 ETF Etf (VOO)
Schwab US Large Cap Growth ETF Etf (SCHG)
iShares Edge MSCI USA Quality Factor ETF Etf (QUAL)
Vanguard Small Cap Index ETF Etf (VB)
Schwab International Equity ETF Etf (SCHF)
iShares MSCI Emerging Mkts ex China ETF Etf (EMXC)
Financial Select Sector SPDR Fund Etf (XLF)
iShares Core S&P 500 ETF Etf (IVV)
Vanguard Total International Stock ETF Etf (VXUS)

View all positions for Warner Financial

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
Prime Capital Investment Advisors
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management
Stifel Financial
Jpmorgan Chase & Co

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