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iShares S&P SmallCap 600 Value Idx shares owned by Peak Asset Management

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

Historical chart of Peak Asset Management 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 Peak Asset Management 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 Peak Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $269k 2.6k 102.76
2023-12-31 $270k 2.6k 103.07
2023-09-30 $234k 2.6k 89.22
2023-06-30 $249k 2.6k 95.09
2023-03-31 $278k 3.0k 93.59
2022-12-31 $271k 3.0k 91.31
2022-09-30 $245k 3.0k 82.52
2022-03-31 $225k 2.2k 102.27
2021-12-31 $230k 2.2k 104.55
2021-09-30 $221k 2.2k 100.45
2021-06-30 $232k 2.2k 105.45
2021-03-31 $222k 2.2k 100.91
2019-12-31 $273k 1.7k 160.59
2019-09-30 $255k 1.7k 150.00
2019-06-30 $253k 1.7k 148.82
2019-03-31 $251k 1.7k 147.65
2018-12-31 $224k 1.7k 131.76
2018-09-30 $284k 1.7k 167.06
2018-06-30 $278k 1.7k 163.53
2018-03-31 $256k 1.7k 150.59
2017-12-31 $261k 1.7k 153.53
2017-09-30 $252k 1.7k 148.24
2017-06-30 $238k 1.7k 140.00
2017-03-31 $236k 1.7k 138.82
2016-12-31 $238k 1.7k 140.00
2016-09-30 $250k 2.0k 125.00
2016-06-30 $234k 2.0k 117.00
2016-03-31 $227k 2.0k 113.50
2015-12-31 $216k 2.0k 108.00
2015-09-30 $210k 2.0k 105.00
2015-06-30 $236k 2.0k 118.00
2015-03-31 $238k 2.0k 119.00
2014-12-31 $236k 2.0k 118.00

More positions owned by Peak Asset Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Stryker Corporation (SYK)
JPMorgan Chase & Co. (JPM)
S&p Global (SPGI)
Alphabet Cap Stk Cl A (GOOGL)
Paccar (PCAR)
Visa Com Cl A (V)
Oracle Corporation (ORCL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Emerson Electric (EMR)
Walt Disney Company (DIS)
Raytheon Technologies Corp (RTX)
Becton, Dickinson and (BDX)

View all positions for Peak Asset Management

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