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iShares S&P SmallCap 600 Growth shares owned by Holistic Planning

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in iShares S&P SmallCap 600 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Growth held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Growth by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $264k 2.0k 130.73

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View all positions for Holistic Planning

Top funds holding iShares S&P SmallCap 600 Growth

Morgan Stanley
Bank of America Corporation
FMR
Wells Fargo & Company
UBS Group
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Ameriprise Financial
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Glenmede Trust Company
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management

View all funds holding iShares S&P SmallCap 600 Growth