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iShares S&P SmallCap 600 Index shares owned by Tru Independence Asset Management 2

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Tru Independence Asset Management 2 from 13F filings

Historical chart of Tru Independence Asset Management 2 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 Tru Independence Asset Management 2 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 Tru Independence Asset Management 2

Quarter filed Position value Share count Share price at filing
2024-09-30 $431k 3.7k 116.96
2023-03-31 $294k 3.0k 96.70
2022-09-30 $289k 3.3k 87.13
2022-06-30 $203k 2.2k 92.40
2022-03-31 $302k 2.8k 107.93
2021-12-31 $347k 3.0k 114.60
2020-12-31 $64k 692 92.49

More positions owned by Tru Independence Asset Management 2

Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Short Treas Bd (SHV)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Inflation Prote (DFIP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Tru Independence Asset Management 2

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