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iShares S&P SmallCap 600 Index shares owned by Transamerica Financial Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Transamerica Financial Advisors from 13F filings

Historical chart of Transamerica Financial Advisors 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 Transamerica Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 118k 108.25
2023-09-30 $12M 127k 94.33
2023-06-30 $13M 127k 99.65
2023-03-31 $15M 152k 96.70
2022-12-31 $14M 143k 94.64
2022-09-30 $11M 124k 87.19
2022-06-30 $11M 121k 92.41
2022-03-31 $118k 1.1k 107.96
2021-12-31 $152k 1.3k 114.89
2021-09-30 $143k 1.3k 109.33
2021-06-30 $156k 1.4k 113.54
2021-03-31 $175k 1.6k 109.10
2020-12-31 $195k 2.1k 92.16
2020-09-30 $202k 2.9k 70.24
2020-06-30 $8.3M 121k 68.30
2020-03-31 $162k 2.9k 56.43
2019-12-31 $272k 3.2k 84.13
2019-09-30 $295k 3.8k 77.98
2019-06-30 $6.8M 88k 78.28
2019-03-31 $968k 13k 77.16
2018-12-31 $6.7M 97k 69.32
2018-09-30 $8.4M 97k 87.24
2018-06-30 $14M 168k 83.46
2018-03-31 $8.8M 114k 77.01
2017-12-31 $9.3M 121k 76.82
2017-09-30 $12M 165k 74.22
2017-06-30 $12M 174k 70.11
2017-03-31 $13M 190k 69.16
2016-12-31 $15M 107k 137.53
2016-09-30 $15M 123k 124.15
2016-06-30 $17M 147k 116.21
2016-03-31 $20M 178k 112.57
2015-12-31 $25M 228k 110.11
2015-09-30 $21M 201k 106.57
2015-06-30 $22M 189k 117.88
2015-03-31 $21M 174k 118.03
2014-12-31 $24M 207k 114.06
2014-09-30 $19M 186k 104.30
2014-06-30 $20M 179k 112.09
2014-03-31 $18M 165k 110.14
2013-12-31 $18M 168k 109.14
2013-09-30 $17M 167k 99.80
2013-06-30 $15M 169k 90.31
2013-03-31 $14M 158k 87.06
2012-09-30 $11M 146k 77.07
2012-06-30 $9.0M 123k 73.25
2012-03-31 $11M 139k 76.31
2011-09-30 $5.4M 92k 58.55

More positions owned by Transamerica Financial Advisors

Listed Fd Tr Stf Tactical Grw (TUG)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
RBB Sgi Diversi Tac (DYTA)
Ishares Tr Rus Mid Cap Etf (IWR)
RBB Sgi Us Large Cap (SGLC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T Dorsey Wrgt Enrg (PXI)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Wisdomtree Tr Em Ex St-owned (XSOE)

View all positions for Transamerica Financial Advisors

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index