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

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

Historical chart of Forbes Financial Planning 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 Forbes Financial Planning 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 Forbes Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.1M 79k 102.76
2023-09-30 $7.1M 80k 89.22
2023-06-30 $7.5M 79k 95.09
2023-03-31 $7.4M 79k 93.59
2022-12-31 $5.1M 62k 82.45
2022-09-30 $5.1M 62k 82.46
2022-06-30 $5.0M 56k 88.88
2022-03-31 $5.7M 55k 102.47
2021-12-31 $5.7M 55k 104.53

More positions owned by Forbes Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Spdr Ser Tr S&p Divid Etf (SDY)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)

View all positions for Forbes Financial Planning

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