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iShares S&P SmallCap 600 Index shares owned by Transparent Wealth Partners

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

Historical chart of Transparent Wealth Partners 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 Transparent Wealth Partners 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 Transparent Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-03-31 $13M 139k 96.70
2022-12-31 $13M 134k 94.64
2022-09-30 $11M 128k 87.19
2022-06-30 $11M 120k 92.41
2022-03-31 $2.6M 24k 107.88
2021-12-31 $18M 155k 114.51

More positions owned by Transparent Wealth Partners

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Mega Cap Val Etf (MGV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Select Sector Spdr Tr Energy (XLE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Exxon Mobil Corporation (XOM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Transparent Wealth Partners

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index