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

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

Historical chart of Koa 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 Koa 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 Koa Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $239k 2.0k 120.18
2023-12-31 $212k 2.0k 108.27

More positions owned by Koa Wealth Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Halozyme Therapeutics (HALO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Danaher Corporation (DHR)
Newmont Mining Corporation (NEM)
Amazon (AMZN)
American Tower Reit (AMT)
Blackstone Group Inc Com Cl A (BX)
Fair Isaac Corporation (FICO)
Visa Com Cl A (V)
Philip Morris International (PM)
Barrick Mng Corp Com Shs (B)

View all positions for Koa Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Jones Financial Companies, L.L
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index