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iShares S&P SmallCap 600 Index shares owned by Moss Adams Wealth Advisors

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

Historical chart of Moss Adams 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 Moss Adams Wealth Advisors 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 Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $78M 703k 110.52
2023-12-31 $62M 570k 108.25
2023-09-30 $53M 557k 94.66
2023-06-30 $53M 533k 99.65
2023-03-31 $52M 539k 96.70
2022-12-31 $39M 413k 94.64

More positions owned by Moss Adams Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Global X Fds Us Infr Dev Etf (PAVE)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr Communication (XLC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Roblox Corp Cl A (RBLX)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for Moss Adams Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index