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iShares S&P SmallCap 600 Index shares owned by Trueblood Wealth Management

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

Historical chart of Trueblood Wealth Management 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 Trueblood Wealth Management 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 Trueblood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $722k 6.1k 118.83
2025-06-30 $616k 5.6k 109.29
2025-03-31 $541k 5.2k 104.57
2024-12-31 $493k 4.3k 115.22

More positions owned by Trueblood Wealth Management

JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Oracle Corporation (ORCL)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Ft Vest Ris (RDVI)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchange-traded A Com Shs (FTA)
Arthur J. Gallagher & Co. (AJG)
Cincinnati Financial Corporation (CINF)
Caterpillar (CAT)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Republic Services (RSG)
First Tr Exchange Traded Dj Glbl Divid (FGD)

View all positions for Trueblood Wealth Management

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