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iShares S&P SmallCap 600 Index shares owned by Round Table Services

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Round Table Services from 13F filings

Historical chart of Round Table Services investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Round Table Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Round Table Services

Quarter filed Position value Share count Share price at filing
2022-09-30 $7.4M 85k 87.19
2022-06-30 $5.3M 57k 92.41
2022-03-31 $4.5M 42k 107.87
2021-12-31 $5.1M 45k 114.50
2021-09-30 $4.7M 43k 109.20
2021-06-30 $4.7M 41k 112.99
2021-03-31 $4.5M 41k 108.52
2020-12-31 $4.4M 48k 91.90
2020-09-30 $3.3M 47k 70.23
2020-06-30 $3.6M 53k 68.28
2020-03-31 $1.8M 33k 56.12
2019-12-31 $2.0M 24k 83.86
2019-09-30 $1.9M 24k 77.84
2019-06-30 $1.9M 24k 78.30
2019-03-31 $2.0M 26k 77.15
2018-12-31 $2.4M 35k 69.31
2018-09-30 $3.2M 37k 87.23
2018-06-30 $8.4M 101k 83.46
2018-03-31 $7.8M 101k 77.01
2017-12-31 $8.6M 111k 76.81
2017-09-30 $9.5M 128k 74.22
2017-06-30 $8.9M 128k 70.11
2017-03-31 $8.8M 128k 69.16
2016-12-31 $11M 79k 137.52
2016-09-30 $9.8M 79k 124.15
2016-06-30 $9.2M 79k 116.21
2016-03-31 $6.3M 56k 112.58
2015-12-31 $6.2M 57k 110.11
2015-09-30 $6.0M 57k 106.57
2015-06-30 $6.8M 58k 117.88
2015-03-31 $6.4M 55k 118.02
2014-12-31 $6.4M 56k 114.07
2014-09-30 $6.1M 59k 104.30
2014-06-30 $6.9M 62k 112.08
2014-03-31 $6.8M 62k 110.14
2013-12-31 $5.1M 46k 109.13
2013-09-30 $4.6M 46k 99.81
2013-06-30 $4.2M 46k 90.31
2013-03-31 $3.1M 35k 87.07
2012-12-31 $2.8M 35k 78.10
2012-09-30 $2.8M 36k 77.06
2012-06-30 $2.6M 36k 73.27
2012-03-31 $2.7M 36k 76.31
2011-12-31 $2.5M 36k 68.29
2011-09-30 $2.1M 36k 58.53
2011-03-31 $2.4M 32k 73.55

More positions owned by Round Table Services

Ishares Tr Core S&p500 Etf (IVV)
New Mountain Finance Corp (NMFC)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus 1000 Val Etf (IWD)
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB)
Innovator Etfs Tr Intrnl Dev July (IJUL)
Ishares Tr Rus Mid Cap Etf (IWR)
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL)
Innovator Etfs Tr Intrnl Dev Aprl (IAPR)
Apple (AAPL)
Innovator Etfs Tr Emrgng Mkt April (EAPR)
Ishares Tr Rus 2000 Val Etf (IWN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Round Table Services

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index