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iShares S&P SmallCap 600 Index shares owned by West Paces Advisors

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

Historical chart of West Paces 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 West Paces 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 West Paces Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $41M 373k 110.52
2023-12-31 $40M 367k 108.25
2023-09-30 $34M 363k 94.33
2023-06-30 $36M 359k 99.65
2023-03-31 $33M 340k 96.70
2022-12-31 $33M 343k 94.64
2022-09-30 $29M 335k 87.19
2022-06-30 $29M 315k 92.41
2022-03-31 $33M 309k 107.88
2021-12-31 $34M 295k 114.51
2021-09-30 $31M 282k 109.19
2021-06-30 $32M 285k 112.98
2021-03-31 $31M 288k 108.53
2020-12-31 $28M 301k 91.90
2020-09-30 $22M 309k 70.23
2020-06-30 $21M 305k 68.29
2020-03-31 $11M 200k 56.11
2019-12-31 $15M 182k 83.85
2019-09-30 $13M 162k 77.84
2019-06-30 $9.8M 126k 78.28
2019-03-31 $700k 9.1k 77.15
2018-12-31 $626k 9.0k 69.32
2018-09-30 $788k 9.0k 87.24
2018-06-30 $754k 9.0k 83.46
2018-03-31 $695k 9.0k 77.01
2017-12-31 $692k 9.0k 76.81
2017-09-30 $661k 8.9k 74.22
2017-06-30 $624k 8.9k 70.11
2017-03-31 $505k 7.3k 69.16
2016-12-31 $131k 950 137.52

More positions owned by West Paces Advisors

Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard S&p 500 Etf Etf (VOO)
FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF Etf (TDTT)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Core Msci Eafe Etf Etf (IEFA)
Coca Cola Stock (KO)
Spdr S&p 500 Etf Trust Etf (SPY)
Schwab International Small-cap Equity Etf Etf (SCHC)
Ishares Msci Acwi Etf Etf (ACWI)
Home Depot Stock (HD)
Vanguard Total Stock Market Etf Etf (VTI)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Apple Stock (AAPL)

View all positions for West Paces 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