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iShares S&P SmallCap 600 Value Idx shares owned by Worth Asset Management

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

Historical chart of Worth Asset Management 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 Worth Asset Management 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 Worth Asset Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $10k 109 95.09
2023-03-31 $10k 109 93.59
2022-12-31 $10k 109 91.31
2022-09-30 $9.0k 109 82.57
2022-06-30 $10k 109 91.74

More positions owned by Worth Asset Management

Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)
Invesco Qqq Trust Series I Etf (QQQ)
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Core Balanced Etf Etf (CGBL)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Vanguard Mega Cap Growth Etf Etf (MGK)
Apple Stock (AAPL)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Invesco Nasdaq 100 Etf Etf (QQQM)
Abrdn Physical Gold Shares Etf Etf (SGOL)
Vanguard Growth Etf Etf (VUG)
State Street Spdr S&p Biotech Etf Etf (XBI)

View all positions for Worth Asset Management

Top funds holding iShares S&P SmallCap 600 Value Idx

Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Regions Bank
Northwestern Mutual Wealth Management Company
Pensionmark Financial Group

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