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iShares S&P SmallCap 600 Index shares owned by BKM Wealth Management

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

Historical chart of BKM 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 BKM 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 BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $818k 6.9k 118.84
2025-06-30 $787k 7.2k 109.29
2025-03-31 $731k 7.0k 104.57
2024-12-31 $829k 7.2k 115.23
2024-09-30 $796k 6.8k 116.96
2024-06-30 $721k 6.8k 106.67
2024-03-31 $746k 6.7k 110.52
2023-12-31 $761k 7.0k 108.26

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Mid Cap Etf (VO)
Broadcom (AVGO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Uscf Etf Tr Summerhaven K1 (SDCI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for BKM Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
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

View all funds holding iShares S&P SmallCap 600 Index