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iShares S&P SmallCap 600 Value Idx shares owned by Elm Advisors

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

Historical chart of Elm Advisors 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 Elm Advisors 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 Elm Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $533k 5.2k 102.48
2021-12-31 $861k 8.2k 104.48
2021-09-30 $830k 8.2k 100.72
2021-06-30 $858k 8.1k 105.39
2021-03-31 $815k 8.1k 100.79
2020-12-31 $655k 8.1k 81.28
2020-09-30 $685k 5.6k 122.50
2020-06-30 $664k 5.5k 120.29
2020-03-31 $767k 7.7k 99.93
2019-12-31 $1.2M 7.3k 160.74
2019-09-30 $1.1M 7.2k 150.14
2019-06-30 $1.1M 7.2k 148.69
2019-03-31 $1.0M 6.9k 147.49
2018-12-31 $786k 6.0k 131.77
2018-09-30 $909k 5.4k 166.94
2018-06-30 $907k 5.6k 163.28
2018-03-31 $829k 5.5k 150.86
2017-12-31 $803k 5.2k 153.54
2017-09-30 $784k 5.3k 148.34
2017-06-30 $738k 5.3k 139.91
2017-03-31 $714k 5.2k 138.64
2016-12-31 $730k 5.2k 139.98
2016-09-30 $604k 4.8k 124.79
2016-06-30 $574k 4.9k 116.79
2016-03-31 $599k 5.3k 113.34
2015-12-31 $453k 4.2k 108.24
2015-09-30 $422k 4.0k 104.71
2015-06-30 $475k 4.0k 117.87
2015-03-31 $463k 3.9k 118.87
2014-12-31 $413k 3.5k 118.00
2014-09-30 $376k 3.5k 107.43
2014-06-30 $274k 2.4k 115.37
2014-03-31 $271k 2.4k 113.39
2013-12-31 $245k 2.2k 111.11

More positions owned by Elm Advisors

Vanguard Ftse All-world Ex Us Index Fund Etf (VEU)
Vanguard Total Stock Market Index Fund Etf (VTI)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Large-cap Index Fund Etf (VV)
Vanguard Small-cap Index Fund Etf (VB)
Spdr S&p Midcap 400 Etf Etf (MDY)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Value Index Fund Etf (VTV)
Ishares S&p Small-cap Fund Etf (IJR)
Vanguard Total International Stock Etf Etf (VXUS)
Vanguard Mid-cap Index Fund Etf (VO)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Vanguard Total Bond Market Index Fund Etf (BND)

View all positions for Elm Advisors

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