TD Capital Management »

iShares S&P SmallCap 600 Index shares owned by TD Capital Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by TD Capital Management from 13F filings

Historical chart of TD Capital Management investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by TD Capital Management 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 Index by TD Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $678k 6.3k 108.26
2023-12-31 $678k 6.3k 108.26
2023-09-30 $616k 6.5k 94.33
2023-06-30 $685k 6.9k 99.64
2023-03-31 $671k 6.9k 96.69
2022-12-31 $609k 6.4k 94.64
2022-09-30 $506k 5.8k 87.17
2022-06-30 $403k 4.4k 92.39
2022-03-31 $453k 4.2k 107.96
2021-12-31 $476k 4.2k 114.48
2021-09-30 $425k 3.9k 109.09
2021-06-30 $429k 3.8k 113.10
2021-03-31 $366k 3.4k 108.57
2020-12-31 $229k 2.5k 92.00
2020-09-30 $124k 1.8k 70.18
2020-06-30 $117k 1.7k 68.38
2020-03-31 $95k 1.7k 56.31
2019-12-31 $155k 1.9k 83.65
2019-09-30 $145k 1.9k 77.71
2019-06-30 $145k 1.9k 78.21
2019-03-31 $43k 559 76.92
2018-12-31 $22k 315 69.84
2018-09-30 $27k 312 86.54
2018-06-30 $26k 311 83.60
2018-03-31 $24k 311 77.17
2017-12-31 $24k 310 77.42
2017-09-30 $23k 309 74.43
2017-06-30 $22k 308 71.43
2017-03-31 $21k 308 68.18
2016-12-31 $21k 153 137.25
2016-09-30 $21k 171 122.81
2016-06-30 $20k 170 117.65
2016-03-31 $22k 198 111.11
2015-12-31 $24k 218 110.09
2015-09-30 $27k 257 105.06
2015-06-30 $42k 353 118.98
2015-03-31 $45k 385 116.88
2014-12-31 $45k 391 115.09
2014-09-30 $46k 442 104.07
2014-06-30 $80k 716 111.73
2014-03-31 $86k 778 110.54
2013-12-31 $87k 793 109.71
2013-09-30 $73k 730 100.00
2013-06-30 $61k 680 89.71

More positions owned by TD Capital Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core Msci Total (IXUS)

View all positions for TD Capital Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index