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iShares S&P SmallCap 600 Index shares owned by Ti-trust

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

Historical chart of Ti-trust 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 Ti-trust 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 Ti-trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 11k 116.96
2024-06-30 $1.3M 12k 106.66
2024-03-31 $1.4M 12k 110.52
2023-12-31 $387k 3.6k 108.25
2023-09-30 $339k 3.6k 94.33
2023-06-30 $359k 3.6k 99.65
2023-03-31 $349k 3.6k 96.70
2022-12-31 $309k 3.3k 94.64
2022-06-30 $207k 2.2k 92.37
2022-03-31 $242k 2.2k 107.99
2021-12-31 $257k 2.2k 114.68

More positions owned by Ti-trust

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Caterpillar (CAT)
Illinois Tool Works (ITW)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Exxon Mobil Corporation (XOM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Tips Bd Etf (TIP)
Duke Energy Corp Com New (DUK)
Merck & Co (MRK)

View all positions for Ti-trust

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