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iShares S&P SmallCap 600 Index shares owned by Tidemark

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

Historical chart of Tidemark 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 Tidemark 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 Tidemark

Quarter filed Position value Share count Share price at filing
2026-03-31 $203k 1.6k 124.31
2025-12-31 $31k 260 120.18
2025-09-30 $31k 260 118.83
2025-06-30 $28k 260 109.29
2025-03-31 $24k 225 104.57
2024-12-31 $38k 326 115.22
2024-09-30 $38k 326 116.96
2024-06-30 $35k 326 106.66
2024-03-31 $54k 491 110.52
2023-12-31 $59k 546 108.27

More positions owned by Tidemark

First Trust Rising Dividend Achievers Etf Etf (RDVY)
Global X Adaptive U.s. Factor Etf Etf (AUSF)
Fidelity Total Bond Etf Etf (FBND)
Tcw Flexible Income Etf Etf (FLXR)
Wisdomtree Managed Futures Strategy Fund Etf (WTMF)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Wisdomtree Dynamic International Equity Fund Etf (DDWM)
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
State Street Spdr Portfolio Mortgage Backed Bond Etf Etf (SPMB)
First Trust Long Duration Opportunities Etf Etf (LGOV)
Invesco S&p 500 Quality Etf Etf (SPHQ)
State Street Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Invesco S&p International Developed Momentum Etf Etf (IDMO)

View all positions for Tidemark

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
LPL Financial
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Financial Engines Advisors L.L.C
Pnc Financial Services

View all funds holding iShares S&P SmallCap 600 Index