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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

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

Quarter filed Position value Share count Share price at filing
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

Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Power Buffer Set (PSTP)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Ishares Tr Cohen Steer Reit (ICF)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Us Aggbd Et (AGG)
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)
Ark Etf Tr Fintech Innova (ARKF)
Apple (AAPL)

View all positions for Kfg Wealth Management

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