Tarbox »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Tarbox

Quarter filed Position value Share count Share price at filing
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)
Ishares Tr Russell 2000 Etf (IWM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Abbvie (ABBV)
Apple (AAPL)

View all positions for Tarbox

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