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iShares S&P SmallCap 600 Value Idx shares owned by Roman Butler Fullerton & Co

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Roman Butler Fullerton & Co from 13F filings

Historical chart of Roman Butler Fullerton & Co 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 Roman Butler Fullerton & Co 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 Roman Butler Fullerton & Co

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.9M 17k 111.91
2021-12-31 $203k 2.0k 104.05
2021-09-30 $203k 2.0k 104.05
2021-06-30 $2.8M 27k 105.43
2021-03-31 $2.6M 25k 102.15

More positions owned by Roman Butler Fullerton & Co

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOG)
Mastercard Incorporated Cl A (MA)
Vanguard Specialized Funds Div App Etf (VIG)
Wal-Mart Stores (WMT)
Vanguard Index Fds Growth Etf (VUG)
Eli Lilly & Co. (LLY)
Cigna Corp (CI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Proshares Tr S&p 500 Dv Arist (NOBL)

View all positions for Roman Butler Fullerton & Co

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