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iShares S&P SmallCap 600 Index shares owned by Tilson Financial Group

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

Historical chart of Tilson Financial Group 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 Tilson Financial Group 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 Tilson Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 20k 106.67
2024-03-31 $2.2M 20k 110.53
2023-12-31 $2.2M 20k 108.25
2023-09-30 $2.1M 22k 94.34
2023-03-31 $2.3M 24k 96.69
2022-12-31 $2.3M 25k 94.65

More positions owned by Tilson Financial Group

Vanguard Index Fds Growth Etf (VUG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Whitehall Fds High Div Yld (VYM)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Tilson Financial Group

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
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Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Goldman Sachs Group
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock

View all funds holding iShares S&P SmallCap 600 Index