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iShares S&P SmallCap 600 Index shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth 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 Private Wealth 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 Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 25k 116.96
2024-06-30 $6.6M 61k 106.66
2024-03-31 $7.6M 69k 110.52
2023-12-31 $6.4M 59k 108.25
2023-09-30 $17M 183k 94.33
2023-06-30 $1.6M 16k 99.65
2023-03-31 $15M 160k 96.70
2022-12-31 $1.6M 17k 94.64
2022-09-30 $1.9M 21k 87.17
2022-06-30 $2.1M 23k 92.37
2022-03-31 $13M 121k 103.78
2021-12-31 $21M 184k 114.51
2021-09-30 $20M 181k 109.19
2021-06-30 $25M 224k 112.98
2021-03-31 $21M 197k 108.53
2020-12-31 $18M 196k 91.90
2020-09-30 $18M 250k 70.23
2020-06-30 $4.7M 69k 68.29
2020-03-31 $3.5M 62k 56.11
2019-12-31 $5.4M 65k 83.84
2019-09-30 $3.8M 49k 77.83
2019-06-30 $3.7M 47k 78.26
2019-03-31 $2.9M 38k 77.13
2018-12-31 $3.2M 47k 69.31
2018-09-30 $28M 320k 87.53
2018-06-30 $17M 208k 83.71
2018-03-31 $2.8M 37k 76.99
2017-12-31 $2.8M 37k 76.79
2017-09-30 $2.5M 34k 74.20
2017-06-30 $11M 153k 70.11
2017-03-31 $14M 213k 67.84
2016-12-31 $14M 208k 68.29
2016-09-30 $18M 151k 121.21
2016-06-30 $15M 130k 116.21
2016-03-31 $8.7M 77k 112.58
2015-12-31 $6.2M 57k 110.11

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Agency Bond Etf (AGZ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Msci Emrg Chn (EMXC)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for TRUE Private Wealth 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