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iShares S&P SmallCap 600 Value Idx shares owned by Lutz Financial Services

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

Historical chart of Lutz Financial Services 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 Lutz Financial Services 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 Lutz Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.6M 45k 102.76
2023-12-31 $4.7M 45k 103.07
2023-09-30 $4.1M 46k 89.22
2023-06-30 $4.4M 46k 95.09
2023-03-31 $4.4M 47k 93.59
2022-12-31 $4.3M 47k 91.31
2022-09-30 $3.9M 48k 82.44
2022-06-30 $4.3M 48k 89.04
2022-03-31 $4.9M 48k 102.39
2021-12-31 $5.0M 48k 104.48
2021-09-30 $4.8M 48k 100.66
2021-06-30 $5.1M 48k 105.42
2021-03-31 $5.1M 51k 100.74
2020-12-31 $4.4M 54k 81.32
2020-09-30 $3.4M 28k 122.43
2020-06-30 $3.6M 30k 120.36
2020-03-31 $3.4M 34k 99.93
2019-12-31 $9.6M 60k 160.81
2019-09-30 $8.9M 60k 150.18
2019-06-30 $9.0M 61k 148.62
2019-03-31 $10M 69k 147.54
2018-12-31 $7.2M 55k 131.84
2018-09-30 $7.5M 45k 166.93
2018-06-30 $5.6M 34k 163.26
2018-03-31 $4.7M 31k 150.85
2017-12-31 $4.5M 29k 153.58

More positions owned by Lutz Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Lutz Financial Services

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
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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