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

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

Historical chart of Kw 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 Kw 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 Kw Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $606k 5.1k 118.83

More positions owned by Kw Wealth Management

Apple (AAPL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Min Vol (USMV)
Visa Com Cl A (V)
RBB Us Treas 3 Mnth (TBIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Kw Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index