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

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

Historical chart of TCI 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 TCI 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 TCI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $364k 3.1k 116.97
2024-06-30 $320k 3.0k 106.65
2024-03-31 $322k 2.9k 110.53
2023-12-31 $324k 3.0k 108.23
2023-09-30 $279k 3.0k 94.33
2023-06-30 $287k 2.9k 99.65
2023-03-31 $236k 2.4k 96.69
2022-12-31 $232k 2.5k 94.66
2022-09-30 $213k 2.4k 87.19
2022-06-30 $227k 2.5k 92.58
2022-03-31 $263k 2.4k 107.88
2021-12-31 $290k 2.5k 114.58
2021-09-30 $337k 3.1k 109.13
2021-06-30 $355k 3.1k 112.99
2021-03-31 $330k 3.0k 108.45
2020-12-31 $283k 3.1k 91.73
2020-09-30 $160k 2.3k 70.05
2020-06-30 $182k 2.7k 68.22
2020-03-31 $136k 2.4k 56.18
2019-12-31 $249k 3.0k 83.89
2019-09-30 $205k 2.6k 77.71
2019-06-30 $238k 3.0k 78.32
2019-03-31 $241k 3.1k 77.17
2018-12-31 $197k 2.8k 69.24
2018-09-30 $182k 2.1k 87.25
2018-06-30 $173k 2.1k 83.66
2018-03-31 $159k 2.1k 77.07
2017-12-31 $207k 2.7k 76.78
2017-09-30 $102k 1.4k 74.34
2017-06-30 $100k 1.4k 69.83
2017-03-31 $48k 697 68.87
2016-12-31 $50k 367 136.24
2016-09-30 $46k 367 125.34
2016-06-30 $43k 367 117.17
2016-03-31 $41k 367 111.72
2015-12-31 $40k 367 108.99
2015-09-30 $39k 367 106.27
2015-06-30 $46k 386 119.17
2015-03-31 $46k 386 119.17
2014-12-31 $21k 185 113.51
2014-09-30 $43k 416 103.37
2014-06-30 $47k 416 112.98
2014-03-31 $69k 622 110.93
2013-12-31 $81k 744 108.87
2013-09-30 $26k 258 100.78
2013-06-30 $39k 431 90.49
2013-03-31 $38k 431 88.17
2012-12-31 $27k 342 78.95

More positions owned by TCI Wealth Advisors

Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Apple (AAPL)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Global Core Plus (DFGP)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for TCI 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