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iShares S&P SmallCap 600 Index shares owned by TCWP

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

Historical chart of TCWP 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 TCWP 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 TCWP

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.3M 35k 94.33
2023-06-30 $5.7M 57k 99.65
2023-03-31 $9.1M 94k 96.70
2022-12-31 $7.3M 77k 94.67
2022-09-30 $12M 141k 87.19
2022-06-30 $6.8M 74k 92.40
2022-03-31 $13M 119k 107.88
2021-12-31 $5.9M 52k 114.51

More positions owned by TCWP

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Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index