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iShares S&P SmallCap 600 Index shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth 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 TRUE Private Wealth 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.6M 69k 110.52
2023-12-31 $6.4M 59k 108.25
2023-09-30 $17M 183k 94.33
2023-06-30 $1.6M 16k 99.65
2023-03-31 $15M 160k 96.70
2022-12-31 $1.6M 17k 94.64
2022-09-30 $1.9M 21k 87.17
2022-06-30 $2.1M 23k 92.37
2022-03-31 $13M 121k 103.78
2021-12-31 $21M 184k 114.51
2021-09-30 $20M 181k 109.19
2021-06-30 $25M 224k 112.98
2021-03-31 $21M 197k 108.53
2020-12-31 $18M 196k 91.90
2020-09-30 $18M 250k 70.23
2020-06-30 $4.7M 69k 68.29
2020-03-31 $3.5M 62k 56.11
2019-12-31 $5.4M 65k 83.84
2019-09-30 $3.8M 49k 77.83
2019-06-30 $3.7M 47k 78.26
2019-03-31 $2.9M 38k 77.13
2018-12-31 $3.2M 47k 69.31
2018-09-30 $28M 320k 87.53
2018-06-30 $17M 208k 83.71
2018-03-31 $2.8M 37k 76.99
2017-12-31 $2.8M 37k 76.79
2017-09-30 $2.5M 34k 74.20
2017-06-30 $11M 153k 70.11
2017-03-31 $14M 213k 67.84
2016-12-31 $14M 208k 68.29
2016-09-30 $18M 151k 121.21
2016-06-30 $15M 130k 116.21
2016-03-31 $8.7M 77k 112.58
2015-12-31 $6.2M 57k 110.11

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Pfd And Incm Sec (PFF)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Agency Bond Etf (AGZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)

View all positions for TRUE Private Wealth 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