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iShares S&P SmallCap 600 Value Idx shares owned by Barrett & Company

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

Historical chart of Barrett & Company 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 Barrett & Company 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 Barrett & Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $522k 5.1k 102.76
2023-12-31 $523k 5.1k 103.07
2023-09-30 $452k 5.1k 89.22
2023-06-30 $481k 5.1k 95.09
2023-03-31 $483k 5.2k 93.58
2022-12-31 $459k 5.0k 91.32
2022-09-30 $459k 5.0k 91.32

More positions owned by Barrett & Company

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Morningstar Valu (ILCV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Exponential Tech (XT)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)

View all positions for Barrett & Company

Top funds holding iShares S&P SmallCap 600 Value Idx

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

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