iShares S&P SmallCap 600 Index shares owned by TFC Financial Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by TFC Financial Management
from 13F filings
Historical chart of TFC Financial Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by TFC Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 13k | 118.83 |
| 2025-06-30 | $1.4M | 13k | 109.29 |
| 2025-03-31 | $1.6M | 15k | 104.57 |
| 2024-12-31 | $1.8M | 15k | 115.22 |
| 2024-09-30 | $1.8M | 15k | 116.96 |
| 2024-06-30 | $1.6M | 15k | 106.66 |
| 2024-03-31 | $1.7M | 15k | 110.52 |
| 2023-12-31 | $1.7M | 16k | 108.25 |
| 2023-09-30 | $1.5M | 16k | 94.33 |
| 2023-06-30 | $1.6M | 16k | 99.65 |
| 2023-03-31 | $1.5M | 16k | 96.70 |
| 2022-12-31 | $935k | 9.9k | 94.64 |
| 2022-09-30 | $844k | 9.7k | 87.15 |
| 2022-06-30 | $893k | 9.7k | 92.41 |
| 2022-03-31 | $1.1M | 9.8k | 107.88 |
| 2021-12-31 | $1.1M | 10k | 114.48 |
| 2021-09-30 | $1.1M | 10k | 109.22 |
| 2021-06-30 | $1.1M | 9.7k | 112.94 |
| 2021-03-31 | $1.0M | 9.7k | 108.49 |
| 2020-12-31 | $931k | 10k | 91.92 |
| 2020-09-30 | $782k | 11k | 70.22 |
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