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iShares S&P SmallCap 600 Value Idx shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.9M 77k 102.76
2023-12-31 $8.1M 79k 103.07
2023-09-30 $7.1M 80k 89.22
2023-06-30 $7.9M 83k 95.09
2023-03-31 $7.9M 85k 93.59
2022-12-31 $7.8M 85k 91.31
2022-09-30 $6.7M 81k 82.45
2022-06-30 $8.8M 98k 89.03
2022-03-31 $15M 142k 102.39
2021-12-31 $6.0M 57k 104.49
2021-09-30 $5.5M 55k 100.67
2021-03-31 $6.7M 67k 100.74
2020-09-30 $3.8M 31k 122.41
2020-06-30 $3.6M 30k 120.37
2020-03-31 $3.1M 31k 99.94
2019-12-31 $5.0M 31k 160.80
2019-09-30 $4.7M 31k 150.17
2019-06-30 $4.7M 31k 148.62
2019-03-31 $4.8M 33k 147.53
2018-12-31 $3.9M 29k 131.82
2018-09-30 $1.6M 9.3k 166.95
2018-06-30 $1.4M 8.8k 163.30
2018-03-31 $1.0M 6.8k 150.80
2017-12-31 $1.1M 7.0k 153.44
2017-09-30 $943k 6.4k 148.25
2017-06-30 $893k 6.4k 139.75
2017-03-31 $615k 4.4k 138.54

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
Home Depot (HD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Steward Partners Investment Advisory

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