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iShares S&P SmallCap 600 Value Idx shares owned by Tortoise Investment Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Tortoise Investment Management from 13F filings

Historical chart of Tortoise Investment Management investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx held by Tortoise Investment 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 Value Idx by Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 27k 110.59
2025-06-30 $2.7M 28k 99.49
2025-03-31 $2.6M 27k 97.48
2024-12-31 $3.0M 28k 108.61
2024-09-30 $3.0M 28k 107.66
2024-06-30 $2.7M 28k 97.27
2024-03-31 $2.9M 29k 102.76
2023-12-31 $2.9M 29k 103.07
2023-09-30 $2.6M 29k 89.22
2023-06-30 $2.8M 29k 95.09
2023-03-31 $2.8M 30k 93.59
2022-12-31 $2.8M 31k 91.31
2022-09-30 $2.6M 32k 82.45
2022-06-30 $2.8M 32k 89.03
2022-03-31 $3.2M 32k 102.40
2021-12-31 $3.3M 32k 104.50
2021-09-30 $3.2M 32k 100.66
2021-06-30 $3.3M 31k 105.44
2021-03-31 $3.2M 31k 100.74
2020-12-31 $2.6M 32k 81.30
2020-09-30 $2.1M 18k 122.41
2020-06-30 $2.1M 18k 120.34
2020-03-31 $2.3M 23k 99.95
2019-12-31 $4.4M 28k 160.79
2019-09-30 $4.4M 30k 150.17
2019-06-30 $4.9M 33k 148.62
2019-03-31 $5.6M 38k 147.53
2018-12-31 $5.0M 38k 131.85
2018-09-30 $6.9M 41k 166.93
2018-06-30 $6.9M 42k 163.27
2018-03-31 $6.7M 45k 150.85
2017-12-31 $7.0M 46k 153.56
2017-09-30 $6.8M 46k 148.32
2017-06-30 $5.3M 38k 139.82
2017-03-31 $4.5M 32k 138.64
2016-12-31 $4.5M 32k 139.99
2016-09-30 $4.1M 33k 124.80
2016-06-30 $4.0M 34k 116.83
2016-03-31 $3.4M 30k 113.33
2015-12-31 $2.5M 24k 108.15
2015-09-30 $2.5M 24k 104.80
2015-06-30 $2.9M 25k 117.77
2015-03-31 $2.9M 25k 118.89
2014-12-31 $2.9M 25k 117.92
2014-09-30 $2.8M 26k 107.28
2014-06-30 $2.8M 25k 115.42
2014-03-31 $2.5M 22k 113.44
2013-12-31 $2.3M 20k 111.27
2013-09-30 $2.0M 19k 102.21
2013-06-30 $1.7M 18k 93.44
2013-03-31 $1.4M 15k 89.94
2012-12-31 $1.2M 15k 80.90

More positions owned by Tortoise Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Ishares Core Msci Emkt (IEMG)
Doubleline Etf Trust Mortgage Etf (DMBS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Tortoise Investment Management

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P SmallCap 600 Value Idx