iShares S&P SmallCap 600 Index shares owned by Palumbo Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Palumbo Wealth Management
from 13F filings
Historical chart of Palumbo 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 Palumbo Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Palumbo Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $331k | 2.8k | 116.98 |
2024-06-30 | $301k | 2.8k | 106.64 |
2024-03-31 | $541k | 4.9k | 110.52 |
2023-12-31 | $380k | 3.5k | 108.26 |
2023-09-30 | $446k | 4.7k | 94.34 |
2023-06-30 | $1.1M | 11k | 99.65 |
2023-03-31 | $1.4M | 15k | 96.70 |
2022-12-31 | $1.5M | 16k | 94.64 |
2022-09-30 | $1.7M | 20k | 87.20 |
2022-06-30 | $1.8M | 20k | 92.40 |
2022-03-31 | $2.2M | 20k | 107.86 |
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