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

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

Historical chart of True Link 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 True Link 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 True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $494k 4.3k 115.22
2024-09-30 $455k 3.9k 116.96
2024-06-30 $415k 3.9k 106.66
2024-03-31 $507k 4.6k 110.52
2023-12-31 $349k 3.2k 108.25
2023-09-30 $540k 5.7k 94.33
2023-06-30 $655k 6.6k 99.65
2023-03-31 $1.4M 15k 96.70
2022-12-31 $1.4M 15k 94.64
2022-09-30 $1.4M 16k 87.17
2022-06-30 $1.3M 15k 92.39
2022-03-31 $2.6M 24k 107.88
2021-12-31 $1.1M 9.9k 114.49
2021-09-30 $838k 7.7k 109.16
2021-06-30 $863k 7.6k 112.94
2021-03-31 $829k 7.6k 108.47
2020-12-31 $683k 7.4k 91.94

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional International Value Etf Etf (DFIV)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Lockheed Martin Corp Stock (LMT)

View all positions for True Link Financial Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Goldman Sachs Group
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock

View all funds holding iShares S&P SmallCap 600 Index