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iShares S&P SmallCap 600 Index shares owned by Trademark Financial Management

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

Historical chart of Trademark Financial 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 Trademark Financial 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 Trademark Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $384k 3.2k 118.84
2025-06-30 $352k 3.2k 109.27
2025-03-31 $335k 3.2k 104.56
2024-12-31 $476k 4.1k 115.22
2024-09-30 $518k 4.4k 116.97
2024-06-30 $483k 4.5k 106.66
2024-03-31 $624k 5.6k 110.52

More positions owned by Trademark Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Internatnal Val (DFIV)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard World Mega Cap Val Etf (MGV)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vaneck Etf Trust Clo Etf (CLOI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard World Esg Us Stk Etf (ESGV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Gold Tr Ishares New (IAU)
Advisorshares Tr Advisorshs Etf (CWS)

View all positions for Trademark Financial Management

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