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iShares S&P SmallCap 600 Index shares owned by Tolleson Wealth Management

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

Historical chart of Tolleson Wealth Management 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 Tolleson Wealth Management 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 Tolleson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.3M 11k 115.21

More positions owned by Tolleson Wealth Management

Ishares U.s. Equity Factor Etf Etf (LRGF)
Ishares International Equity Factor Etf Etf (INTF)
Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Ishares High Yield Muni Active Etf Etf (HIMU)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Eafe Etf Etf (EFA)
First Trust Smith Unconstrained Bond Etf Etf (UCON)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell Midcap Etf Etf (IWR)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)

View all positions for Tolleson Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index