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iShares S&P SmallCap 600 Index shares owned by Kerntke Otto McGlone Wealth Management Group

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

Historical chart of Kerntke Otto McGlone Wealth Management Group 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 Kerntke Otto McGlone Wealth Management Group 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 Kerntke Otto McGlone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.2M 57k 108.25
2023-09-30 $5.3M 56k 94.33
2023-06-30 $5.5M 55k 99.66
2023-03-31 $5.2M 53k 96.71
2022-12-31 $5.8M 61k 94.64
2022-09-30 $5.3M 61k 87.18
2022-06-30 $5.8M 63k 92.41
2022-03-31 $6.4M 60k 107.88
2021-12-31 $6.6M 57k 114.51
2021-09-30 $5.9M 54k 109.18
2021-06-30 $9.8M 87k 112.98
2021-03-31 $9.1M 84k 108.53
2020-12-31 $7.6M 82k 91.89
2020-09-30 $5.5M 78k 70.23
2020-06-30 $5.1M 74k 68.29
2020-03-31 $4.0M 71k 56.11
2019-12-31 $5.7M 68k 83.85

More positions owned by Kerntke Otto McGlone Wealth Management Group

Ishares Tr Core High Dv Etf (HDV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Intl Sel Div Etf (IDV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Proshares Tr S&p Mdcp 400 Div (REGL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr U.s. Real Es Etf (IYR)

View all positions for Kerntke Otto McGlone Wealth Management Group

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index