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iShares S&P SmallCap 600 Value Idx shares owned by Wealth Architects

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

Historical chart of Wealth Architects 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 Wealth Architects 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 Wealth Architects

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 111k 110.59
2025-06-30 $11M 113k 99.49
2025-03-31 $24M 128k 186.29
2024-12-31 $11M 101k 108.61
2024-09-30 $11M 102k 107.66
2024-06-30 $10M 104k 97.27
2024-03-31 $11M 104k 102.76
2023-12-31 $11M 104k 103.07
2023-09-30 $9.3M 105k 89.22
2023-06-30 $10M 107k 95.09
2023-03-31 $10M 107k 93.59
2022-12-31 $10M 109k 91.31
2022-09-30 $9.5M 116k 82.45
2022-06-30 $11M 123k 89.03
2022-03-31 $13M 130k 102.39
2021-12-31 $14M 130k 104.49
2021-09-30 $13M 133k 100.67
2021-06-30 $15M 137k 105.43
2021-03-31 $15M 145k 100.74
2020-12-31 $13M 154k 81.31
2020-09-30 $9.7M 80k 122.43
2020-06-30 $9.9M 83k 120.37
2020-03-31 $7.9M 80k 99.94
2019-12-31 $4.8M 30k 160.82
2019-09-30 $4.4M 29k 150.20
2019-06-30 $4.4M 30k 148.60
2019-03-31 $4.4M 30k 147.54
2018-12-31 $3.9M 30k 131.84
2018-09-30 $3.6M 21k 166.92
2018-06-30 $3.5M 22k 163.28
2018-03-31 $3.1M 20k 150.82
2017-12-31 $3.2M 21k 153.55
2017-09-30 $3.2M 22k 148.32
2017-06-30 $3.0M 22k 139.82
2017-03-31 $3.4M 25k 138.65
2016-12-31 $3.5M 25k 140.03
2016-09-30 $4.0M 32k 124.81
2016-06-30 $3.8M 33k 116.81
2016-03-31 $3.7M 33k 113.32
2015-12-31 $2.2M 20k 108.18
2015-09-30 $1.7M 16k 104.81
2015-06-30 $2.3M 20k 117.76
2015-03-31 $2.3M 19k 118.92
2014-12-31 $1.5M 12k 117.90

More positions owned by Wealth Architects

Ishares Tr Core S&p500 Etf (IVV)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Spdr Index Shs Fds S&p Gblinf Etf (GII)
Lam Research Corp Com New (LRCX)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Wealth Architects

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