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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

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by TL Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $980k 9.0k 108.90
2023-12-31 $1.1M 10k 108.25
2022-06-30 $1.6M 17k 92.34

More positions owned by TL Private Wealth

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr S&p Divid Etf (SDY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Lockheed Martin Corporation (LMT)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for TL Private Wealth

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index