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

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

Historical chart of DKM 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 DKM 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 DKM Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $448k 3.7k 120.18
2025-09-30 $455k 3.8k 118.83
2025-06-30 $423k 3.9k 109.29
2025-03-31 $490k 4.7k 104.57
2024-12-31 $558k 4.8k 115.22

More positions owned by DKM Wealth Management

Thornburg Income Builder (TBLD)
T Rowe Price Etf Cap Appreciation (TCAF)
Source Capital Com Shs Of Ben I (SOR)
Tidal Trust I Fundstrat Granny (GRNY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Trust For Professional Man Performance Tr S (STBF)
Nuveen Ins Ca Tx Fr Adv Mun (NKX)
Rbb Fund Trust Tweedy Browne (COPY)
Tidal Trust Iii Fundstrat Granny

View all positions for DKM Wealth Management

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