Nalls Sherbakoff Group »

iShares S&P SmallCap 600 Value Idx shares owned by Nalls Sherbakoff Group

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

Historical chart of Nalls Sherbakoff Group 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 Nalls Sherbakoff Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Nalls Sherbakoff Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 11k 103.07
2023-09-30 $1.0M 11k 89.22
2023-06-30 $997k 11k 88.01
2023-03-31 $1.0M 11k 91.80
2018-12-31 $982k 7.4k 131.83

More positions owned by Nalls Sherbakoff Group

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
Capstar Finl Hldgs
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Nalls Sherbakoff Group

Top funds holding iShares S&P SmallCap 600 Value Idx

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

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