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

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

Historical chart of Kassira 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 Kassira 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 Kassira Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 19k 118.83

More positions owned by Kassira Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Exxon Mobil Corporation (XOM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
British Amern Tob Sponsored Adr (BTI)
Pfizer (PFE)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr Series Trust S&p Biotech (XBI)
Cloudflare Cl A Com (NET)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Kassira 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