Tortoise Investment Management »

iShares S&P SmallCap 600 Index shares owned by Tortoise Investment Management

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

Historical chart of Tortoise Investment 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 Tortoise Investment 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 Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 95k 116.96
2024-06-30 $9.8M 92k 106.66
2024-03-31 $10M 92k 110.52
2023-12-31 $9.2M 90k 103.32
2023-09-30 $9.1M 96k 94.33
2023-06-30 $9.5M 95k 99.65
2023-03-31 $8.9M 92k 96.70
2022-12-31 $8.4M 88k 94.64
2022-09-30 $7.3M 84k 87.19
2022-06-30 $7.5M 81k 92.42
2022-03-31 $7.9M 73k 107.88
2021-12-31 $8.5M 75k 114.52
2021-09-30 $7.0M 64k 109.18
2021-06-30 $7.3M 64k 112.97
2021-03-31 $6.9M 64k 108.53
2020-12-31 $5.6M 61k 91.89
2020-09-30 $4.4M 62k 70.23
2020-06-30 $4.3M 63k 68.28
2020-03-31 $4.0M 71k 56.11
2019-12-31 $7.1M 84k 83.86
2019-09-30 $7.0M 90k 77.84
2019-06-30 $7.3M 93k 78.28
2019-03-31 $7.3M 95k 77.15
2018-12-31 $6.4M 92k 69.32
2018-09-30 $6.8M 77k 87.24
2018-06-30 $6.6M 79k 83.46
2018-03-31 $6.1M 80k 77.01
2017-12-31 $5.9M 76k 76.81
2017-09-30 $5.7M 76k 74.22
2017-06-30 $5.3M 76k 70.11
2017-03-31 $4.7M 69k 69.17
2016-12-31 $4.5M 33k 137.54
2016-09-30 $4.1M 33k 124.16
2016-06-30 $3.9M 34k 116.20
2016-03-31 $3.7M 33k 112.57
2015-12-31 $3.7M 34k 110.10
2015-09-30 $3.7M 35k 106.56
2015-06-30 $4.0M 34k 117.87
2015-03-31 $4.0M 34k 118.01
2014-12-31 $3.8M 33k 114.06
2014-09-30 $3.7M 35k 104.31
2014-06-30 $3.6M 32k 112.09
2014-03-31 $3.4M 31k 110.15
2013-12-31 $3.2M 29k 109.12
2013-09-30 $2.8M 28k 99.81
2013-06-30 $2.7M 30k 90.32
2013-03-31 $2.1M 24k 87.05
2012-12-31 $1.7M 22k 78.08

More positions owned by Tortoise Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Nuveen Muni Value Fund (NUV)
Ishares Tr Cmbs Etf (CMBS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Doubleline Etf Trust Mortgage Etf (DMBS)

View all positions for Tortoise Investment Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index