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iShares S&P SmallCap 600 Value Idx shares owned by Ken Roberts Investment Management

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

Historical chart of Ken Roberts Investment Management 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 Ken Roberts Investment Management 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 Ken Roberts Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $28k 244 113.72
2025-09-30 $27k 244 110.59
2025-06-30 $24k 244 99.49
2025-03-31 $24k 244 97.48
2024-12-31 $27k 244 108.61
2024-03-31 $25k 244 102.76

More positions owned by Ken Roberts Investment Management

Spdr Series Trust State Street Spd (BIL)
Microsoft Corporation (MSFT)
Tyson Foods Cl A (TSN)
Alphabet Cap Stk Cl A (GOOGL)
Citigroup Com New (C)
NetApp (NTAP)
Baker Hughes Company Cl A (BKR)
Pimco Etf Tr Multisector Bd (PYLD)
UnitedHealth (UNH)
Huntington Bancshares Incorporated (HBAN)
United Parcel Service CL B (UPS)
Lamar Advertising Cl A (LAMR)
Texas Instruments Incorporated (TXN)
Devon Energy Corporation (DVN)
Key (KEY)

View all positions for Ken Roberts Investment Management

Top funds holding iShares S&P SmallCap 600 Value Idx

Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Envestnet Asset Management
Pnc Financial Services
M^T Bank Corporation
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Regions Bank
Northwestern Mutual Wealth Management Company

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