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iShares S&P SmallCap 600 Value Idx shares owned by Calton & Associates

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

Historical chart of Calton & Associates 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 Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $655k 4.8k 136.68
2021-09-30 $411k 4.1k 100.61
2021-06-30 $1.0M 9.8k 105.41
2020-12-31 $4.7M 58k 81.30

More positions owned by Calton & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Northern Lts Fd Tr Ii Peak Sect Ro Etf (PSTR)
Spdr Series Trust St Str P500etf (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Fidelity Covington Trust High Divid Etf (FDVV)
Apple (AAPL)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Micron Technology (MU)
Select Sector Spdr Tr St Str Techn Etf (XLK)

View all positions for Calton & Associates

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
Sherman Porfolios
FMR
Pinkerton Retirement Specialists
Wells Fargo & Company
UBS Group
USA Financial Portformulas
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Value Idx