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iShares S&P SmallCap 600 Index shares owned by KWMG

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

Historical chart of KWMG 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 KWMG 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 KWMG

Quarter filed Position value Share count Share price at filing
2024-09-30 $730k 6.2k 116.96
2024-06-30 $654k 6.1k 106.66
2024-03-31 $713k 6.4k 110.52
2023-12-31 $899k 8.3k 108.24
2023-09-30 $847k 9.0k 94.33
2023-06-30 $1.4M 14k 99.65
2023-03-31 $2.4M 25k 96.70
2022-12-31 $2.5M 27k 94.64
2022-09-30 $2.5M 29k 87.18
2022-06-30 $2.7M 29k 92.42
2022-03-31 $3.1M 29k 107.87
2021-12-31 $3.3M 29k 114.52
2021-09-30 $3.3M 30k 109.17
2021-06-30 $3.3M 30k 108.82
2021-03-31 $3.3M 30k 108.54
2020-12-31 $3.1M 33k 91.89
2020-09-30 $2.4M 34k 70.23
2020-06-30 $2.3M 34k 68.30
2020-03-31 $1.9M 34k 56.11
2019-12-31 $3.3M 40k 83.85
2019-09-30 $3.0M 38k 77.84
2019-06-30 $3.2M 40k 78.27
2019-03-31 $3.2M 41k 77.14
2018-12-31 $3.4M 50k 69.32
2018-09-30 $3.8M 44k 87.24
2018-06-30 $3.7M 44k 83.45
2018-03-31 $3.5M 45k 77.01
2017-12-31 $2.5M 32k 76.82
2017-09-30 $2.4M 33k 74.21
2017-06-30 $2.3M 33k 70.12
2017-03-31 $2.3M 34k 69.15
2016-12-31 $3.2M 23k 137.50
2016-09-30 $3.5M 28k 124.15
2016-06-30 $3.4M 29k 116.22
2016-03-31 $3.3M 29k 112.57
2015-12-31 $3.2M 29k 110.10
2015-09-30 $3.2M 30k 106.58
2015-06-30 $3.6M 30k 117.88
2015-03-31 $3.5M 30k 116.53
2014-12-31 $3.4M 30k 113.37

More positions owned by KWMG

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for KWMG

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index