iShares S&P SmallCap 600 Index shares owned by TL Private Wealth
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by TL Private Wealth
from 13F filings
Historical chart of TL Private Wealth 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 TL Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P SmallCap 600 Index by TL Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $954k | 8.2k | 116.59 |
| 2025-06-30 | $893k | 8.0k | 111.16 |
| 2025-03-31 | $726k | 8.0k | 90.56 |
| 2024-12-31 | $910k | 7.8k | 117.03 |
| 2024-09-30 | $910k | 7.9k | 114.69 |
| 2024-06-30 | $922k | 7.9k | 116.83 |
| 2024-03-31 | $980k | 9.0k | 108.90 |
| 2023-12-31 | $1.1M | 10k | 108.25 |
| 2022-06-30 | $1.6M | 17k | 92.34 |
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