Blue Zone Wealth Advisors »

iShares S&P SmallCap 600 Index shares owned by Blue Zone Wealth Advisors

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

Historical chart of Blue Zone Wealth Advisors 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 Blue Zone Wealth Advisors 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 Blue Zone Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $284k 2.4k 118.81
2025-06-30 $259k 2.4k 109.28
2025-03-31 $241k 2.3k 104.55
2019-12-31 $1.2M 15k 83.82

More positions owned by Blue Zone Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Brookfield Corp Cl A Ltd Vt Sh (BN)
AutoZone (AZO)
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)
Meta Platforms Cl A (META)
Williams Companies (WMB)
Alibaba Group Hldg Sponsored Ads (BABA)
Blackstone Group Inc Com Cl A (BX)
UnitedHealth (UNH)

View all positions for Blue Zone Wealth Advisors

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