Kfg Wealth Management »

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

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

Historical chart of Kfg 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 Kfg Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Kfg Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $238k 2.0k 118.81
2025-03-31 $356k 3.4k 104.57
2024-12-31 $377k 3.3k 115.22
2024-09-30 $3.6M 30k 116.96
2024-06-30 $318k 3.0k 106.64
2024-03-31 $312k 2.8k 110.51
2023-12-31 $411k 3.8k 108.25
2023-09-30 $344k 3.6k 94.33
2023-06-30 $287k 2.9k 99.63
2023-03-31 $231k 2.4k 96.07

More positions owned by Kfg Wealth Management

Fidelity Covington Trust Enhanced Large (FELC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Fidelity Covington Trust Enhanced Intl (FENI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Innovator Etfs Trust Power Buffer Set (PSTP)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Fidelity Covington Trust Enhanced Mid (FMDE)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Inflation Prote (DFIP)
Apple (AAPL)

View all positions for Kfg 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