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iShares S&P SmallCap 600 Index shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors 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 Kingswood Wealth Advisors 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.1M 27k 115.22
2024-09-30 $2.2M 19k 116.88
2024-06-30 $1.5M 14k 106.66
2024-03-31 $855k 7.7k 110.53
2023-12-31 $839k 7.8k 108.25
2023-09-30 $406k 4.3k 94.33
2023-06-30 $324k 3.3k 99.68

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Spdr S&p 500 Etf Iv Exchange Traded Fund (SPY)
Microsoft Corp Common Stock (MSFT)
Invsc Qqq Trust Srs 1 Etf Exchange Traded Fund (QQQ)
Amazon.com Common Stock (AMZN)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Schwab Us Large Cap Growth Etf Exchange Traded Fund (SCHG)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Etf Exchange Traded Fund (BITX)
Ishares Core S&p 500 Etf Iv Exchange Traded Fund (IVV)
Meta Platforms Common Stock (META)
First Trust Preferred Sec Income Etf Exchange Traded Fund (FPE)
Broadcom Common Stock (AVGO)

View all positions for Kingswood Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada
Glenmede Trust Company
Us Bancorp

View all funds holding iShares S&P SmallCap 600 Index