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iShares S&P SmallCap 600 Value Idx shares owned by Sittner & Nelson

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

Historical chart of Sittner & Nelson investment in iShares S&P SmallCap 600 Value Idx

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All positions including iShares S&P SmallCap 600 Value Idx held by Sittner & Nelson 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 Sittner & Nelson

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0k 81 110.59
2025-06-30 $8.1k 81 99.49
2025-03-31 $7.9k 81 97.48
2024-12-31 $8.8k 81 108.60
2024-09-30 $8.7k 81 107.65
2024-06-30 $7.9k 81 97.27
2024-03-31 $8.3k 81 102.77
2023-09-30 $7.2k 81 89.22
2023-06-30 $7.7k 81 95.09

More positions owned by Sittner & Nelson

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Enhanced Short Mat Active Etf Enhan Shrt Ma Ac (MINT)
Capital Group Divid Value Etf Shs Creation Uni (CGDV)
Costco Wholesale Corporation (COST)
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)
AeroVironment (AVAV)
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)
Alphabet Inc Cl A Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Stryker Corporation (SYK)
Chevron Corporation (CVX)
Starbucks Corporation (SBUX)

View all positions for Sittner & Nelson

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