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iShares S&P SmallCap 600 Index shares owned by TCG Advisory Services

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

Historical chart of TCG Advisory Services 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 TCG Advisory Services 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 TCG Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 26k 116.96
2024-06-30 $2.8M 26k 106.66
2024-03-31 $900k 8.1k 110.52
2023-12-31 $668k 6.2k 108.26
2023-09-30 $445k 4.7k 94.34
2023-06-30 $477k 4.8k 99.66
2023-03-31 $269k 2.8k 96.71
2022-12-31 $270k 2.9k 94.65
2022-09-30 $253k 2.9k 87.24

More positions owned by TCG Advisory Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Tesla Motors (TSLA)
Intuitive Surgical Com New (ISRG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Value Etf (VTV)
JPMorgan Chase & Co. (JPM)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for TCG Advisory Services

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index