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iShares S&P SmallCap 600 Value Idx shares owned by Welch & Forbes

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

Historical chart of Welch & Forbes 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 Welch & Forbes 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 Welch & Forbes

Quarter filed Position value Share count Share price at filing
2026-06-30 $270k 2.0k 136.68

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View all positions for Welch & Forbes

Top funds holding iShares S&P SmallCap 600 Value Idx

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

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