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iShares S&P SmallCap 600 Index shares owned by Avalon Trust

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

Historical chart of Avalon Trust 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 Avalon Trust 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 Avalon Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $131k 1.1k 118.79
2025-06-30 $121k 1.1k 109.25
2024-09-30 $97k 829 116.91

More positions owned by Avalon Trust

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Visa Com Cl A (V)
Quanta Services (PWR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Lowe's Companies (LOW)
Bloom Energy Corp Com Cl A (BE)
First Solar (FSLR)
Progressive Corporation (PGR)
AutoZone (AZO)

View all positions for Avalon Trust

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