iShares S&P SmallCap 600 Growth shares owned by Charter Trust
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Charter Trust
from 13F filings
Historical chart of Charter Trust investment in iShares S&P SmallCap 600 Growth
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Quarterly reported holdings in iShares S&P SmallCap 600 Growth by Charter Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $227k | 1.7k | 130.73 |
| 2023-12-31 | $225k | 1.8k | 125.14 |
| 2023-06-30 | $236k | 2.1k | 114.93 |
| 2023-03-31 | $227k | 2.1k | 109.94 |
| 2022-12-31 | $223k | 2.1k | 108.20 |
| 2022-09-30 | $223k | 2.2k | 101.50 |
| 2022-06-30 | $286k | 2.7k | 105.50 |
| 2022-03-31 | $905k | 7.2k | 125.05 |
| 2021-12-31 | $1.2M | 8.4k | 138.82 |
| 2021-09-30 | $1.4M | 11k | 130.08 |
| 2021-06-30 | $1.6M | 12k | 132.60 |
| 2021-03-31 | $1.6M | 13k | 128.26 |
| 2020-12-31 | $861k | 7.5k | 114.21 |
| 2020-09-30 | $691k | 3.9k | 176.55 |
| 2020-06-30 | $676k | 4.0k | 169.76 |
| 2020-03-31 | $673k | 4.9k | 137.85 |
| 2019-12-31 | $1.0M | 5.2k | 193.36 |
| 2019-09-30 | $965k | 5.4k | 178.34 |
| 2019-06-30 | $994k | 5.4k | 182.52 |
| 2019-03-31 | $970k | 5.4k | 178.51 |
| 2018-12-31 | $872k | 5.4k | 161.27 |
| 2018-09-30 | $1.1M | 5.5k | 201.78 |
| 2018-06-30 | $1.0M | 5.5k | 188.97 |
| 2018-03-31 | $970k | 5.6k | 173.93 |
| 2017-12-31 | $954k | 5.6k | 170.14 |
| 2017-09-30 | $958k | 5.8k | 164.57 |
| 2017-06-30 | $885k | 5.7k | 155.89 |
| 2017-03-31 | $895k | 5.8k | 153.10 |
| 2016-12-31 | $887k | 5.9k | 150.07 |
| 2016-09-30 | $811k | 5.9k | 137.20 |
| 2016-06-30 | $767k | 6.0k | 128.44 |
| 2016-03-31 | $757k | 6.1k | 124.24 |
| 2015-12-31 | $765k | 6.2k | 124.33 |
| 2015-09-30 | $745k | 6.2k | 120.18 |
| 2015-06-30 | $813k | 6.2k | 130.95 |
| 2015-03-31 | $785k | 6.0k | 130.17 |
| 2014-12-31 | $740k | 6.0k | 122.38 |
| 2014-09-30 | $715k | 6.4k | 112.49 |
| 2014-06-30 | $790k | 6.5k | 120.79 |
| 2014-03-31 | $775k | 6.5k | 118.90 |
| 2013-12-31 | $773k | 6.5k | 118.67 |
| 2013-09-30 | $845k | 7.8k | 108.36 |
| 2013-06-30 | $754k | 7.8k | 96.88 |
| 2013-03-31 | $961k | 10k | 93.84 |
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