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

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

Historical chart of Tandem 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 Tandem 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 Tandem Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.6M 74k 116.96
2024-06-30 $7.9M 74k 106.66
2024-03-31 $7.9M 72k 109.43
2023-12-31 $7.7M 71k 108.25
2023-09-30 $6.9M 73k 94.33
2023-06-30 $7.0M 71k 99.64
2023-03-31 $6.7M 70k 96.70
2022-12-31 $3.0M 32k 94.64

More positions owned by Tandem Wealth Advisors

Ishares Aggregate Bond Etf Etf (AGG)
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Mbs Etf Etf (MBB)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr S&p 500 Etf Etf (SPY)
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)
Powershares Qqq Tr Etf (QQQ)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Vanguard Information Technology Etf (VGT)
Ishares Msci Emerging Markets Etf Etf (EEM)
Vanguard Total Stk Mkt Etf (VTI)
Health Care Select Sector Spdr Etf (XLV)
Vanguard Total Bond Market Etf Etf (BND)

View all positions for Tandem Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index