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iShares S&P SmallCap 600 Value Idx shares owned by Lake Street Financial

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

Historical chart of Lake Street 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 Lake Street 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 Lake Street Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.4M 53k 102.76

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NVIDIA Corporation (NVDA)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
First Tr Exchange Traded First Tr Enh New (FTSM)
Meta Platforms Cl A (META)
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Wisdomtree Tr Japn Hedge Eqt (DXJ)
Uber Technologies (UBER)

View all positions for Lake Street Financial

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