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iShares S&P SmallCap 600 Growth shares owned by Lion Street Advisors

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

Historical chart of Lion Street Advisors 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 Lion Street Advisors 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 Lion Street Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $939k 7.5k 125.14
2023-12-31 $939k 7.5k 125.14
2023-09-30 $587k 5.4k 109.68
2023-03-31 $330k 3.0k 109.94

More positions owned by Lion Street Advisors

General Mills (GIS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds High Div Yld (VYM)
Darden Restaurants (DRI)
Vanguard Index Fds Mid Cap Etf (VO)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)

View all positions for Lion Street Advisors

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