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iShares S&P SmallCap 600 Index shares owned by TKG Advisors

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

Historical chart of TKG Advisors 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 TKG Advisors 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 TKG Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 37k 116.96
2024-06-30 $3.6M 34k 106.66
2024-03-31 $3.6M 32k 110.52
2023-12-31 $5.6M 52k 108.25
2023-09-30 $4.8M 50k 94.33
2023-06-30 $5.0M 50k 99.65
2023-03-31 $5.9M 61k 96.70
2022-12-31 $5.8M 61k 94.64
2022-09-30 $4.3M 50k 87.20
2022-06-30 $3.4M 37k 92.41
2022-03-31 $5.5M 51k 107.89
2021-12-31 $5.8M 50k 114.51

More positions owned by TKG Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Msci Eurzone Etf (EZU)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Trane Technologies SHS (TT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Jones Lang LaSalle Incorporated (JLL)
American Express Company (AXP)
NVIDIA Corporation (NVDA)
Capital One Financial (COF)
Cirrus Logic (CRUS)
Broadcom (AVGO)

View all positions for TKG Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
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