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

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

Historical chart of West Coast 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 West Coast Financial 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 West Coast Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $208k 1.9k 108.61
2024-09-30 $206k 1.9k 107.66
2022-06-30 $240k 2.7k 89.15
2022-03-31 $276k 2.7k 102.53
2021-12-31 $281k 2.7k 104.38
2018-09-30 $251k 1.5k 166.78
2017-09-30 $224k 1.5k 148.25

More positions owned by West Coast Financial

Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Apple (AAPL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Mbs Etf (MBB)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Mastercard Incorporated Cl A (MA)
Amphenol Corp Cl A (APH)
Marsh & McLennan Companies (MMC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Waste Management (WM)
Snap-on Incorporated (SNA)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for West Coast Financial

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
FMR
Regions Bank
Wells Fargo & Company
M^T Bank Corporation
UBS Group
Prime Capital Investment Advisors
Ameriprise Financial
Modera Wealth Management
Commonwealth Equity Services
LPL Financial
Pnc Financial Services
Modern Wealth Management
Envestnet Asset Management

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