Twele Capital Management »

iShares S&P SmallCap 600 Index shares owned by Twele Capital Management

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

Historical chart of Twele Capital 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 Twele Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Twele Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 173k 118.83
2025-06-30 $19M 170k 109.29
2025-03-31 $18M 169k 104.57
2024-12-31 $20M 169k 115.22
2024-09-30 $20M 168k 116.96
2024-06-30 $18M 165k 106.66
2024-03-31 $18M 165k 110.52
2023-12-31 $18M 164k 108.25
2023-09-30 $17M 178k 94.33
2023-06-30 $18M 179k 99.65
2023-03-31 $17M 177k 96.70
2022-12-31 $18M 188k 94.64
2022-09-30 $17M 190k 87.19
2022-06-30 $18M 192k 92.41
2022-03-31 $21M 192k 107.88
2021-12-31 $23M 197k 114.51
2021-09-30 $22M 201k 109.19
2021-06-30 $23M 204k 112.98
2021-03-31 $22M 205k 108.53
2020-12-31 $31M 340k 91.90
2020-09-30 $27M 387k 70.23
2020-06-30 $32M 462k 68.29
2020-03-31 $28M 490k 56.11
2019-12-31 $30M 359k 83.85
2019-09-30 $28M 357k 77.84
2019-06-30 $26M 338k 78.28
2019-03-31 $20M 262k 77.15
2018-12-31 $18M 257k 69.32
2018-09-30 $18M 203k 87.24
2018-06-30 $17M 201k 83.46
2018-03-31 $16M 201k 77.01
2017-12-31 $16M 202k 76.81
2017-09-30 $15M 202k 74.22
2017-06-30 $13M 188k 70.11
2017-03-31 $12M 172k 69.16
2016-12-31 $12M 86k 137.52
2016-09-30 $11M 85k 124.15
2016-06-30 $9.9M 85k 116.21
2016-03-31 $9.5M 85k 112.57
2015-12-31 $9.0M 82k 110.11
2015-09-30 $9.1M 85k 106.57
2015-06-30 $10M 86k 117.88
2015-03-31 $10M 86k 118.02
2014-12-31 $9.8M 86k 114.06
2014-09-30 $8.9M 86k 104.30
2014-06-30 $9.6M 86k 112.09
2014-03-31 $9.4M 86k 110.14
2013-12-31 $9.5M 87k 109.13
2013-09-30 $8.8M 88k 99.80
2013-06-30 $8.0M 88k 90.31
2013-03-31 $7.7M 88k 87.06
2012-12-31 $7.0M 90k 78.10
2012-09-30 $6.9M 90k 77.08
2012-06-30 $6.6M 90k 73.27
2012-03-31 $6.8M 90k 76.32
2011-09-30 $5.2M 90k 58.54
2011-06-30 $6.6M 90k 73.32
2011-03-31 $6.6M 90k 73.56

More positions owned by Twele Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Twele Capital 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