Kovitz Investment Group Partners »

iShares S&P SmallCap 600 Value Idx shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners 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 Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $319k 3.1k 102.75
2023-12-31 $264k 2.6k 103.07
2023-06-30 $404k 4.3k 95.08
2023-03-31 $396k 4.2k 93.51

More positions owned by Kovitz Investment Group Partners

Charles Schwab Corporation Call Option (SCHW)
Valued Advisers Tr Kovitz Core Eqt (EQTY)
Amazon (AMZN)
Meta Platforms Cl A (META)
Berkshire Hathaway (BRK.B)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Becton, Dickinson and (BDX)
Visa Com Cl A (V)
salesforce (CRM)
American Express Company (AXP)
Jacobs Engineering Group (J)
Lowe's Companies (LOW)
Philip Morris International (PM)

View all positions for Kovitz Investment Group Partners

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