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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
2025-09-30 $3.3M 27k 118.83
2025-06-30 $3.0M 28k 109.31
2025-03-31 $1.9M 19k 104.56
2024-12-31 $2.2M 19k 115.23
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 Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD)
Spdr Series Trust Portfli Intrmdit (SPTI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)
Vanguard Whitehall Fds High Div Yld (VYM)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)

View all positions for Tilson Financial Group

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
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

View all funds holding iShares S&P SmallCap 600 Index