Palo Alto Wealth Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2024-03-31 $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

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

View all positions for Palo Alto Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index