Watts Gwilliam & Co »

iShares S&P SmallCap 600 Value Idx shares owned by Watts Gwilliam & Co

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

Historical chart of Watts Gwilliam & Co 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 Watts Gwilliam & Co 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 Watts Gwilliam & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $698k 6.3k 110.59
2025-06-30 $708k 6.3k 112.19
2025-03-31 $615k 6.3k 97.48
2024-12-31 $704k 6.5k 108.26
2024-09-30 $728k 6.9k 104.85
2024-03-31 $788k 7.7k 102.06

More positions owned by Watts Gwilliam & Co

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Intel Corporation (INTC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Meta Platforms Cl A (META)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Pepsi (PEP)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Watts Gwilliam & Co

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