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

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

Historical chart of Kaydan 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 Kaydan 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 Kaydan Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $310k 2.7k 115.22
2024-09-30 $298k 2.5k 116.96
2024-06-30 $268k 2.5k 106.66
2024-03-31 $257k 2.3k 110.52
2023-12-31 $247k 2.3k 108.25
2023-09-30 $211k 2.2k 94.33
2023-06-30 $222k 2.2k 99.65
2022-03-31 $250k 2.3k 107.88
2021-12-31 $313k 2.7k 114.51

More positions owned by Kaydan Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Russell 2000 Etf (IWM)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Gold Tr Ishares New (IAU)
Proshares Tr Short Qqq (PSQ)
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
First Tr Value Line Divid In SHS (FVD)

View all positions for Kaydan Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index