iShares S&P SmallCap 600 Index shares owned by KFA Private Wealth Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by KFA Private Wealth Group
from 13F filings
Historical chart of KFA Private Wealth Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by KFA Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.5M | 47k | 116.96 |
| 2024-06-30 | $6.9M | 65k | 106.66 |
| 2024-03-31 | $15M | 135k | 110.52 |
| 2023-12-31 | $14M | 132k | 108.25 |
| 2023-09-30 | $12M | 128k | 94.33 |
| 2023-06-30 | $13M | 126k | 99.65 |
| 2023-03-31 | $12M | 128k | 96.70 |
| 2022-12-31 | $10M | 109k | 94.64 |
| 2022-09-30 | $11M | 121k | 87.19 |
| 2022-06-30 | $11M | 117k | 92.41 |
| 2022-03-31 | $12M | 110k | 107.88 |
| 2021-12-31 | $11M | 94k | 114.51 |
| 2021-09-30 | $9.6M | 88k | 109.19 |
| 2021-06-30 | $9.3M | 82k | 112.99 |
| 2021-03-31 | $8.9M | 82k | 108.53 |
| 2020-12-31 | $7.3M | 80k | 91.91 |
| 2020-09-30 | $5.8M | 82k | 70.23 |
| 2020-06-30 | $4.1M | 60k | 68.29 |
| 2020-03-31 | $5.5M | 97k | 56.11 |
| 2019-12-31 | $13M | 152k | 83.85 |
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