iShares S&P SmallCap 600 Index shares owned by Tortoise Investment Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Tortoise Investment Management
from 13F filings
Historical chart of Tortoise Investment Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Tortoise Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $10M | 92k | 110.52 |
| 2023-12-31 | $9.2M | 90k | 103.32 |
| 2023-09-30 | $9.1M | 96k | 94.33 |
| 2023-06-30 | $9.5M | 95k | 99.65 |
| 2023-03-31 | $8.9M | 92k | 96.70 |
| 2022-12-31 | $8.4M | 88k | 94.64 |
| 2022-09-30 | $7.3M | 84k | 87.19 |
| 2022-06-30 | $7.5M | 81k | 92.42 |
| 2022-03-31 | $7.9M | 73k | 107.88 |
| 2021-12-31 | $8.5M | 75k | 114.52 |
| 2021-09-30 | $7.0M | 64k | 109.18 |
| 2021-06-30 | $7.3M | 64k | 112.97 |
| 2021-03-31 | $6.9M | 64k | 108.53 |
| 2020-12-31 | $5.6M | 61k | 91.89 |
| 2020-09-30 | $4.4M | 62k | 70.23 |
| 2020-06-30 | $4.3M | 63k | 68.28 |
| 2020-03-31 | $4.0M | 71k | 56.11 |
| 2019-12-31 | $7.1M | 84k | 83.86 |
| 2019-09-30 | $7.0M | 90k | 77.84 |
| 2019-06-30 | $7.3M | 93k | 78.28 |
| 2019-03-31 | $7.3M | 95k | 77.15 |
| 2018-12-31 | $6.4M | 92k | 69.32 |
| 2018-09-30 | $6.8M | 77k | 87.24 |
| 2018-06-30 | $6.6M | 79k | 83.46 |
| 2018-03-31 | $6.1M | 80k | 77.01 |
| 2017-12-31 | $5.9M | 76k | 76.81 |
| 2017-09-30 | $5.7M | 76k | 74.22 |
| 2017-06-30 | $5.3M | 76k | 70.11 |
| 2017-03-31 | $4.7M | 69k | 69.17 |
| 2016-12-31 | $4.5M | 33k | 137.54 |
| 2016-09-30 | $4.1M | 33k | 124.16 |
| 2016-06-30 | $3.9M | 34k | 116.20 |
| 2016-03-31 | $3.7M | 33k | 112.57 |
| 2015-12-31 | $3.7M | 34k | 110.10 |
| 2015-09-30 | $3.7M | 35k | 106.56 |
| 2015-06-30 | $4.0M | 34k | 117.87 |
| 2015-03-31 | $4.0M | 34k | 118.01 |
| 2014-12-31 | $3.8M | 33k | 114.06 |
| 2014-09-30 | $3.7M | 35k | 104.31 |
| 2014-06-30 | $3.6M | 32k | 112.09 |
| 2014-03-31 | $3.4M | 31k | 110.15 |
| 2013-12-31 | $3.2M | 29k | 109.12 |
| 2013-09-30 | $2.8M | 28k | 99.81 |
| 2013-06-30 | $2.7M | 30k | 90.32 |
| 2013-03-31 | $2.1M | 24k | 87.05 |
| 2012-12-31 | $1.7M | 22k | 78.08 |
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