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iShares S&P SmallCap 600 Growth shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning Partners 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 Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $555k 4.2k 130.72
2023-12-31 $531k 4.2k 125.15
2023-09-30 $334k 3.0k 109.68
2023-06-30 $350k 3.0k 114.93
2023-03-31 $334k 3.0k 109.93
2022-12-31 $329k 3.0k 108.07

More positions owned by Vertex Planning Partners

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Wisdomtree Tr Us Total Dividnd (DTD)
Wisdomtree Tr Itl High Div Fd (DTH)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

Top funds holding iShares S&P SmallCap 600 Growth

Bank of America Corporation
FMR
Wells Fargo & Company
UBS Group
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management
Envestnet Asset Management
HighTower Advisors
HPM Partners

View all funds holding iShares S&P SmallCap 600 Growth