Kingsview Wealth Management »

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

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

Historical chart of Kingsview 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 Kingsview 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 Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.6M 47k 118.83
2025-06-30 $9.7M 89k 109.29
2025-03-31 $9.0M 86k 104.57
2024-12-31 $9.7M 84k 115.22
2024-09-30 $9.3M 79k 116.96
2024-06-30 $8.2M 77k 106.66
2024-03-31 $8.3M 75k 110.52
2023-12-31 $7.4M 69k 108.25
2023-09-30 $6.3M 67k 94.33
2023-06-30 $6.4M 64k 99.65
2023-03-31 $6.0M 62k 96.70
2022-12-31 $5.7M 60k 94.64
2022-09-30 $4.9M 56k 87.18
2022-06-30 $5.2M 56k 92.41
2022-03-31 $5.5M 51k 107.88
2021-12-31 $5.9M 51k 114.52
2021-09-30 $3.6M 33k 109.17
2021-06-30 $4.9M 43k 113.69
2021-03-31 $4.2M 38k 110.10
2020-12-31 $3.8M 42k 91.89
2020-09-30 $1.4M 20k 70.25
2020-06-30 $1.4M 21k 68.27
2020-03-31 $1.8M 33k 56.12
2019-12-31 $830k 11k 76.82
2019-09-30 $1.8M 23k 77.84
2019-06-30 $1.6M 20k 78.28
2019-03-31 $1.8M 23k 77.17
2018-12-31 $1.2M 17k 69.34
2018-09-30 $1.4M 16k 87.22
2018-06-30 $1.0M 13k 83.45
2018-03-31 $870k 11k 77.02
2017-12-31 $830k 11k 76.82
2017-09-30 $437k 5.9k 74.27
2017-06-30 $265k 3.8k 70.12

More positions owned by Kingsview Wealth Management

Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFG)
Northern Lts Fd Tr Iv Monarch Sel Subs (MSSS)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Oracle Corporation (ORCL)
Spdr Series Trust Portfli Intrmdit (SPTI)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFD)

View all positions for Kingsview 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