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

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

Historical chart of Ohe 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 Ohe 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $813k 7.9k 102.76
2023-09-30 $1.0M 12k 89.22
2023-06-30 $3.3M 35k 95.09
2023-03-31 $3.1M 33k 93.59
2022-12-31 $2.8M 31k 91.31
2022-09-30 $3.3M 40k 82.45
2022-06-30 $3.1M 34k 89.03
2022-03-31 $1.1M 11k 102.41
2021-12-31 $1.1M 11k 104.48
2021-09-30 $1.1M 11k 100.68
2021-06-30 $1.1M 11k 105.46
2021-03-31 $1.1M 11k 100.71
2020-12-31 $973k 12k 81.31
2020-09-30 $826k 6.7k 122.42
2020-06-30 $1.0M 8.4k 120.42
2020-03-31 $1.6M 17k 96.73
2019-12-31 $4.0M 25k 160.82
2019-09-30 $4.3M 29k 150.20
2019-06-30 $5.0M 34k 148.64
2019-03-31 $5.6M 38k 147.55
2018-12-31 $5.1M 39k 131.87
2018-09-30 $6.3M 38k 166.95
2018-06-30 $6.1M 37k 163.29
2018-03-31 $5.6M 37k 150.85
2017-12-31 $5.7M 37k 153.58
2017-09-30 $5.4M 37k 148.32
2017-06-30 $4.9M 35k 139.84
2017-03-31 $4.8M 35k 138.65
2016-12-31 $4.9M 35k 140.03
2016-09-30 $4.3M 34k 124.83
2016-06-30 $3.9M 34k 116.86
2016-03-31 $3.8M 33k 113.35
2015-12-31 $3.5M 33k 108.18
2015-09-30 $3.4M 33k 104.81
2015-06-30 $3.8M 32k 117.77
2015-03-31 $3.7M 31k 118.93
2014-12-31 $3.6M 31k 117.95
2014-09-30 $3.2M 30k 107.31
2014-06-30 $3.4M 30k 115.46
2014-03-31 $3.3M 29k 113.48
2013-12-31 $2.9M 26k 111.30

More positions owned by Ohe Financial

Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Growth Index Fund Etf (VUG)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Total Bond Market Index Fund Etf (BND)
Vanguard Value Etf Etf (VTV)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Value Etf Etf (EFV)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Vanguard Short-term Bond Etf Etf (BSV)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)

View all positions for Ohe Financial

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
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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