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iShares S&P SmallCap 600 Index shares owned by Palo Alto Wealth Advisors

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

Historical chart of Palo Alto 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 Palo Alto Wealth Advisors 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 Palo Alto Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $282k 2.4k 116.07
2024-06-30 $259k 2.4k 106.67
2024-03-31 $359k 3.2k 110.51
2023-12-31 $350k 3.2k 108.25
2023-09-30 $307k 3.2k 94.79
2023-06-30 $337k 3.4k 99.65
2023-03-31 $313k 3.2k 96.70
2022-12-31 $330k 3.5k 94.64

More positions owned by Palo Alto Wealth Advisors

Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Apple (AAPL)
Servicenow (NOW)
Microsoft Corporation (MSFT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Rus 1000 Etf (IWB)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Palo Alto Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index