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

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

Historical chart of Transamerica 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 Transamerica 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 Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 150k 116.96
2024-06-30 $16M 150k 106.66
2024-03-31 $17M 150k 110.52
2023-12-31 $13M 118k 108.25
2023-09-30 $12M 127k 94.33
2023-06-30 $13M 127k 99.65
2023-03-31 $15M 152k 96.70
2022-12-31 $14M 143k 94.64
2022-09-30 $11M 124k 87.19
2022-06-30 $11M 121k 92.41
2022-03-31 $118k 1.1k 107.96
2021-12-31 $152k 1.3k 114.89
2021-09-30 $143k 1.3k 109.33
2021-06-30 $156k 1.4k 113.54
2021-03-31 $175k 1.6k 109.10
2020-12-31 $195k 2.1k 92.16
2020-09-30 $202k 2.9k 70.24
2020-06-30 $8.3M 121k 68.30
2020-03-31 $162k 2.9k 56.43
2019-12-31 $272k 3.2k 84.13
2019-09-30 $295k 3.8k 77.98
2019-06-30 $6.8M 88k 78.28
2019-03-31 $968k 13k 77.16
2018-12-31 $6.7M 97k 69.32
2018-09-30 $8.4M 97k 87.24
2018-06-30 $14M 168k 83.46
2018-03-31 $8.8M 114k 77.01
2017-12-31 $9.3M 121k 76.82
2017-09-30 $12M 165k 74.22
2017-06-30 $12M 174k 70.11
2017-03-31 $13M 190k 69.16
2016-12-31 $15M 107k 137.53
2016-09-30 $15M 123k 124.15
2016-06-30 $17M 147k 116.21
2016-03-31 $20M 178k 112.57
2015-12-31 $25M 228k 110.11
2015-09-30 $21M 201k 106.57
2015-06-30 $22M 189k 117.88
2015-03-31 $21M 174k 118.03
2014-12-31 $24M 207k 114.06
2014-09-30 $19M 186k 104.30
2014-06-30 $20M 179k 112.09
2014-03-31 $18M 165k 110.14
2013-12-31 $18M 168k 109.14
2013-09-30 $17M 167k 99.80
2013-06-30 $15M 169k 90.31
2013-03-31 $14M 158k 87.06
2012-09-30 $11M 146k 77.07
2012-06-30 $9.0M 123k 73.25
2012-03-31 $11M 139k 76.31
2011-09-30 $5.4M 92k 58.55

More positions owned by Transamerica Financial Advisors

Listed Fd Tr Stf Tactical Grw (TUG)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Transamerica Financial Advisors

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