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
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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 |
|---|---|---|---|
| 2025-09-30 | $798k | 6.7k | 119.59 |
| 2025-06-30 | $266k | 2.4k | 109.30 |
| 2025-03-31 | $263k | 2.4k | 108.04 |
| 2024-12-31 | $280k | 2.4k | 115.23 |
| 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 |
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