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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

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Palumbo Wealth Management

Quarter filed Position value Share count Share price at filing
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