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iShares S&P SmallCap 600 Index shares owned by tru Independence

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

Historical chart of tru Independence 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 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

Quarter filed Position value Share count Share price at filing
2025-12-31 $300k 2.5k 120.18
2023-12-31 $271k 2.5k 108.26
2021-06-30 $43k 377 114.06
2021-03-31 $1.5M 14k 108.54
2020-09-30 $1.1M 16k 70.26
2019-12-31 $559k 11k 52.63

More positions owned by tru Independence

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
General Motors Company (GM)
Wisdomtree Tr Us Quality Grow (QGRW)
Apple (AAPL)
Bank of America Corporation (BAC)
Corning Incorporated (GLW)
JPMorgan Chase & Co. (JPM)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)
Citigroup Com New (C)
Boeing Company (BA)

View all positions for tru Independence

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Jones Financial Companies, L.L
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index