IJS — ISHARES S&P SMALL-CAP 600 VALUE ETF

Ownership history in Broadview Financial Management, LLC  ·  32 quarters on record

This page tracks every 13F SEC filing in which Broadview Financial Management, LLC reported a position in ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.48% (2018 Q2)
Avg. % of fund
3.32%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 29,538 -490 -1.6% 2.25% $3.4M $113.52
2025 Q3 REDUCED 30,028 -1,187 -3.8% 2.24% $3.3M $109.88
2025 Q2 REDUCED 31,215 -741 -2.3% 2.11% $3.1M $98.40
2025 Q1 REDUCED 31,956 -220 -0.7% 2.32% $3.1M $95.98
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IJS price (monthly, adj. close)

Other funds also holding IJS

As of 2025 Q4 — sorted by position size

Palisades Hudson Asset Management, L.P. 3Y 7Y 12.53% FORTRESS FINANCIAL GROUP, LLC 5.27% LTG Capital LLC 3Y 3.18% Probity Advisors, Inc. 3Y 7Y 3.15% Ellis Investment Partners, LLC 3Y 7Y 2.81% Sterling Financial Planning, Inc. 3Y 2.71% Heartwood Wealth Advisors LLC 3Y 2.36% First Citizens Financial Corp 3Y 2.27% Clayton Financial Group LLC 2.22% Cambridge Financial Group, LLC 2.09%
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