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

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

Historical chart of TPG 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 TPG 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 TPG Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $219k 1.5k 148.31
2022-06-30 $727k 7.9k 92.36
2022-03-31 $1.0M 9.6k 107.89
2019-06-30 $206k 2.6k 78.60

More positions owned by TPG Financial Advisors

Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr Series Trust St Str P500val (SPYV)
Spdr Series Trust ST STR SP600 SML (SPSM)
Spdr Series Trust ST STR P500GRW (SPYG)
Doubleline Etf Trust Mortgage Etf (DMBS)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Series Trust St Inter Etf (SPTI)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for TPG Financial Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Jones Financial Companies, L.L
Morgan Stanley
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index