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iShares S&P SmallCap 600 Index shares owned by Tobias Financial Advisors

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

Historical chart of Tobias Financial 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 Tobias Financial 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 Tobias Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 1.8k 118.85
2025-03-31 $224k 2.1k 104.59
2019-12-31 $62k 741 83.67

More positions owned by Tobias Financial Advisors

Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Growth Etf (VUG)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Residential Mult (REZ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for Tobias Financial Advisors

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