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

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

Historical chart of Kingsview 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 Kingsview 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 Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.3M 75k 110.52
2023-12-31 $7.4M 69k 108.25
2023-09-30 $6.3M 67k 94.33
2023-06-30 $6.4M 64k 99.65
2023-03-31 $6.0M 62k 96.70
2022-12-31 $5.7M 60k 94.64
2022-09-30 $4.9M 56k 87.18
2022-06-30 $5.2M 56k 92.41
2022-03-31 $5.5M 51k 107.88
2021-12-31 $5.9M 51k 114.52
2021-09-30 $3.6M 33k 109.17
2021-06-30 $4.9M 43k 113.69
2021-03-31 $4.2M 38k 110.10
2020-12-31 $3.8M 42k 91.89
2020-09-30 $1.4M 20k 70.25
2020-06-30 $1.4M 21k 68.27
2020-03-31 $1.8M 33k 56.12
2019-12-31 $830k 11k 76.82
2019-09-30 $1.8M 23k 77.84
2019-06-30 $1.6M 20k 78.28
2019-03-31 $1.8M 23k 77.17
2018-12-31 $1.2M 17k 69.34
2018-09-30 $1.4M 16k 87.22
2018-06-30 $1.0M 13k 83.45
2018-03-31 $870k 11k 77.02
2017-12-31 $830k 11k 76.82
2017-09-30 $437k 5.9k 74.27
2017-06-30 $265k 3.8k 70.12

More positions owned by Kingsview Wealth Management

Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Amazon (AMZN)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Northern Lts Fd Tr Iv Monarch Sel Subs
Northern Lts Fd Tr Iv Monarch Vol Fact
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Kingsview Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index