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iShares S&P SmallCap 600 Index shares owned by Turning Point Benefit Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Turning Point Benefit Group from 13F filings

Historical chart of Turning Point Benefit Group 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 Turning Point Benefit Group 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 Turning Point Benefit Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.0k 75 120.19
2025-09-30 $8.9k 75 119.19
2025-06-30 $381k 3.5k 109.29
2025-03-31 $246k 2.6k 93.33

More positions owned by Turning Point Benefit Group

Spdr Series Trust Etf (BIL)
Ishares Tr Etf (FLOT)
Spdr Series Trust Etf (SPYM)
Northern Lts Fd Tr Iv Etf (WWJD)
Capital Group U S Multi Sec Etf (CGMS)
Wheaton Precious Metals Corp (WPM)
Dimensional Etf Trust Etf (DFIV)
Vanguard Whitehall Fds Etf (VYMI)
Bluerock Pvt Real Estate (BPRE)
T Rowe Price Etf Etf (TFLR)
Spdr Index Shs Fds Etf (SPEM)
Timothy Plan cmn (TPSC)
Invesco Exch Traded Fd Tr Ii Etf (QQQM)
First Tr Exchange-traded Etf (FDL)
Capital Group Divid Value Etf Shs Creation Unit (CGDV)

View all positions for Turning Point Benefit Group

Top funds holding iShares S&P SmallCap 600 Index

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