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iShares S&P SmallCap 600 Value Idx shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment Advisors 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 Moneta Group Investment Advisors 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 106k 103.07
2023-09-30 $9.9M 111k 89.22
2023-06-30 $9.5M 100k 95.09
2023-03-31 $8.7M 93k 93.59
2022-12-31 $8.5B 93M 91.31
2022-09-30 $6.5M 79k 82.45
2022-06-30 $6.5M 73k 89.03
2022-03-31 $2.5M 25k 102.39
2021-12-31 $2.1M 20k 104.49
2021-09-30 $2.0M 20k 100.67
2021-06-30 $1.5M 14k 105.43
2021-03-31 $1.8M 17k 100.74
2020-12-31 $771k 9.5k 81.31
2020-09-30 $462k 7.5k 61.21
2020-06-30 $454k 3.8k 120.36
2020-03-31 $423k 4.2k 99.93
2019-12-31 $476k 3.0k 160.81
2019-09-30 $575k 3.8k 150.21
2019-06-30 $419k 2.3k 179.44
2019-03-31 $397k 380 1044.74
2018-12-31 $312k 2.4k 131.87
2018-09-30 $406k 2.4k 167.01
2018-06-30 $407k 13k 31.76
2018-03-31 $357k 2.4k 150.95
2017-12-31 $363k 2.4k 153.49
2017-09-30 $351k 2.4k 148.41
2017-06-30 $331k 2.4k 139.96
2017-03-31 $328k 2.4k 138.69
2016-12-31 $331k 2.4k 139.96
2016-09-30 $295k 2.4k 124.74
2016-06-30 $276k 2.4k 116.70
2016-03-31 $268k 2.4k 113.32
2015-12-31 $256k 2.4k 108.25
2015-09-30 $248k 2.4k 104.86
2015-06-30 $279k 2.4k 117.97
2015-03-31 $262k 2.2k 119.09
2014-12-31 $246k 2.1k 117.70
2014-09-30 $224k 2.1k 107.18
2014-06-30 $229k 2.0k 115.37
2014-03-31 $213k 1.9k 113.30
2013-12-31 $209k 1.9k 111.17

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment Advisors

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