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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
2025-09-30 $2.1M 18k 118.83
2025-06-30 $2.1M 19k 109.29
2025-03-31 $2.3M 22k 104.57
2024-12-31 $2.5M 22k 115.23
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 Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds Oct 2028 (IBIE)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr Ibonds Oct 2030 (IBIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Euro (IEUR)
First Tr Exchange-traded SHS (FDL)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Barclays Bank Ipath S&p 500 Sh (VXX)
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)

View all positions for TRUE Private Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
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

View all funds holding iShares S&P SmallCap 600 Index