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iShares S&P SmallCap 600 Index shares owned by Tarbox

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

Historical chart of Tarbox 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 Tarbox 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 Tarbox

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 110k 118.83
2025-06-30 $12M 112k 109.29
2025-03-31 $11M 101k 104.57
2024-12-31 $12M 100k 115.22
2024-06-30 $11M 100k 106.66
2024-03-31 $11M 102k 110.52
2023-12-31 $11M 104k 108.25
2023-09-30 $13M 142k 94.33
2023-06-30 $21M 212k 99.65
2023-03-31 $22M 225k 96.70
2022-12-31 $20M 215k 94.64
2022-09-30 $19M 202k 92.41
2022-06-30 $19M 204k 92.41
2022-03-31 $22M 201k 107.88
2021-12-31 $23M 203k 114.51
2021-09-30 $21M 194k 109.19
2021-06-30 $21M 186k 112.98
2021-03-31 $20M 186k 108.53
2020-12-31 $18M 192k 91.90
2020-09-30 $14M 193k 70.23
2020-06-30 $12M 174k 68.29
2020-03-31 $11M 187k 56.11
2019-12-31 $27M 326k 83.85
2019-09-30 $26M 328k 77.84
2019-06-30 $24M 312k 78.28
2019-03-31 $23M 301k 77.15
2018-12-31 $21M 301k 69.32
2018-09-30 $25M 286k 87.24
2018-06-30 $24M 286k 83.46
2018-03-31 $23M 299k 77.01
2017-12-31 $21M 277k 76.81
2017-09-30 $21M 276k 74.22
2017-06-30 $203k 2.9k 70.10
2017-03-31 $200k 2.9k 69.06
2016-12-31 $199k 1.4k 137.43
2016-09-30 $180k 1.4k 124.31
2016-06-30 $168k 1.4k 116.02
2016-03-31 $163k 1.4k 112.57

More positions owned by Tarbox

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Russell 2000 Etf (IWM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Abbvie (ABBV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Tarbox

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index