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iShares S&P SmallCap 600 Index shares owned by Truewealth

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

Historical chart of Truewealth 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 Truewealth 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 Truewealth

Quarter filed Position value Share count Share price at filing
2020-06-30 $2.6M 38k 68.30
2020-03-31 $2.1M 38k 56.11
2019-12-31 $4.0M 48k 83.84
2019-09-30 $3.7M 48k 77.83
2019-06-30 $4.0M 52k 78.27
2019-03-31 $4.1M 53k 77.15
2018-12-31 $3.8M 55k 69.31
2018-09-30 $4.7M 54k 87.24
2018-06-30 $4.4M 53k 83.45
2018-03-31 $4.0M 52k 77.02
2017-12-31 $3.7M 48k 76.81

More positions owned by Truewealth

Coca-Cola Company (KO)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Truewealth

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index