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
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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 |
|---|---|---|---|
| 2025-09-30 | $13M | 110k | 118.83 |
| 2025-06-30 | $12M | 111k | 109.29 |
| 2025-03-31 | $384k | 3.7k | 104.57 |
| 2024-12-31 | $341k | 3.0k | 115.22 |
| 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 |
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