iShares S&P SmallCap 600 Index shares owned by Kiely Wealth Advisory Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Kiely Wealth Advisory Group
from 13F filings
Historical chart of Kiely Wealth Advisory 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 Kiely Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Kiely Wealth Advisory Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $202k | 1.6k | 124.53 |
2024-06-30 | $178k | 1.6k | 109.95 |
2024-03-31 | $96k | 905 | 106.27 |
2023-12-31 | $96k | 905 | 106.36 |
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