Avondale Wealth Management »

iShares S&P SmallCap 600 Index shares owned by Avondale Wealth Management

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

Historical chart of Avondale Wealth 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 Avondale Wealth 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 Avondale Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $592k 5.0k 118.83
2025-06-30 $544k 5.0k 109.29
2025-03-31 $1.5M 14k 104.57
2024-12-31 $281k 2.4k 115.22
2024-09-30 $572k 4.9k 116.96
2024-06-30 $245k 2.3k 106.66
2024-03-31 $392k 3.5k 110.52
2023-12-31 $310k 2.9k 108.25
2023-09-30 $283k 3.0k 94.33
2023-06-30 $314k 3.1k 99.65
2023-03-31 $355k 3.7k 96.70
2022-12-31 $286k 3.0k 94.64
2022-09-30 $538k 6.2k 87.13
2022-06-30 $311k 3.4k 92.39
2022-03-31 $1.0M 9.4k 107.86
2021-12-31 $768k 6.7k 114.51
2021-09-30 $2.2M 21k 109.18
2021-06-30 $1.8M 16k 113.01
2021-03-31 $876k 8.1k 108.52
2020-12-31 $256k 2.8k 91.79
2020-09-30 $196k 2.8k 70.28
2020-06-30 $6.0M 88k 68.29
2020-03-31 $5.6M 100k 56.11
2019-12-31 $6.9M 82k 83.86
2019-09-30 $5.9M 76k 77.84
2019-06-30 $7.9M 101k 78.28
2019-03-31 $7.4M 96k 77.15
2018-12-31 $6.6M 95k 69.32
2018-09-30 $7.6M 87k 87.24
2018-06-30 $7.2M 87k 83.45
2018-03-31 $7.5M 98k 77.01
2017-12-31 $7.4M 96k 76.81

More positions owned by Avondale Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Ishares Semicdtr (SOXX)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Apple (AAPL)
Tesla Motors (TSLA)
Select Sector Spdr Tr Energy (XLE)

View all positions for Avondale Wealth 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