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iShares S&P SmallCap 600 Index shares owned by KWB Wealth

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

Historical chart of KWB Wealth 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 KWB Wealth 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 9.9k 110.52
2023-12-31 $1.1M 9.9k 108.25
2023-09-30 $1.0M 10k 99.65
2023-06-30 $1.1M 11k 99.65
2023-03-31 $1.5M 16k 94.64
2022-12-31 $1.4M 15k 94.64
2022-09-30 $1.4M 17k 87.22
2022-06-30 $1.6M 17k 92.40
2022-03-31 $2.3M 21k 114.52
2021-12-31 $2.3M 21k 114.52
2021-09-30 $2.3M 21k 109.18
2021-06-30 $2.6M 24k 108.52
2021-03-31 $2.6M 24k 108.53
2020-12-31 $2.7M 29k 91.91

More positions owned by KWB Wealth

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Actively Managed Etf Total Return (GTO)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)

View all positions for KWB Wealth

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index