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iShares S&P SmallCap 600 Value Idx shares owned by Wealthquest

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

Historical chart of Wealthquest 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 Wealthquest 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 Wealthquest

Quarter filed Position value Share count Share price at filing
2026-06-30 $200k 1.5k 136.77
2019-09-30 $215k 1.4k 149.72
2019-06-30 $213k 1.4k 148.33
2019-03-31 $211k 1.4k 146.94
2018-12-31 $239k 1.4k 166.43

More positions owned by Wealthquest

Vanguard Large Cap ETF Etf (VV)
iShares Core MSCI EAFE Etf (IEFA)
Innovator US Equity 10 Buffer Etf (ZALT)
Innovator Defined Wealth Shield Etf (BALT)
SPDR S&P 1500 Etf (SPTM)
Vanguard Small Cap ETF Etf (VB)
Vanguard Russell 1000 Growth Etf (VONG)
iShares Core S&P Mid Cap Etf (IJH)
American Financial Group Stock (AFG)
Vanguard Mid Cap ETF Etf (VO)
DFA International Core Equity ETF Etf (DFAI)
DFA Short Duration Fixed Income Etf (DFSD)
Vanguard Short Term Bond Etf (BSV)
JPMorgan Limited Duration Bond Etf (JPLD)
Procter & Gamble Stock (PG)

View all positions for Wealthquest

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
Sherman Porfolios
FMR
Wells Fargo & Company
UBS Group
USA Financial Portformulas
LPL Financial
Ameriprise Financial
Prime Capital Investment Advisors
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
M^T Bank Corporation
Royal Bank of Canada

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