Panoramic Investment Advisors »

iShares S&P SmallCap 600 Index shares owned by Panoramic Investment Advisors

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

Historical chart of Panoramic Investment 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 Panoramic Investment 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 Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $227k 2.2k 104.59
2024-12-31 $233k 2.0k 115.23
2024-09-30 $255k 2.2k 116.97
2024-03-31 $385k 3.5k 110.53
2023-12-31 $483k 4.5k 108.24
2023-09-30 $483k 5.1k 94.32
2022-12-31 $1.2M 12k 94.64

More positions owned by Panoramic Investment Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Ultra Short Dur (ICSH)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds High Div Yld (VYM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Panoramic Investment Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index