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iShares S&P SmallCap 600 Growth shares owned by Waldron

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

Historical chart of Waldron 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 Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $873k 7.0k 125.07
2023-09-30 $765k 7.0k 109.60
2023-06-30 $802k 7.0k 114.90
2023-03-31 $767k 7.0k 109.89
2022-12-31 $709k 7.0k 101.58
2022-09-30 $709k 7.0k 101.58
2022-06-30 $731k 6.9k 105.29
2022-03-31 $1.3M 11k 125.01
2021-12-31 $1.6M 11k 138.73
2021-09-30 $1.3M 9.7k 130.00
2016-06-30 $341k 2.7k 128.20

More positions owned by Waldron

iShares Russell 1000 Growth Index (IWF)
Ishares Core Intl Stock Etf core (IXUS)
Vanguard Value ETF (VTV)
iShares Russell 1000 Value Index (IWD)
Vanguard Growth ETF (VUG)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL)
Spdr S&p 500 Etf (SPY)
Vanguard Scottsdale Fds vng rus1000grw (VONG)
iShares Russell 2000 Value Index (IWN)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
iShares S&P Global Infrastructure Index (IGF)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Waldron

Top funds holding iShares S&P SmallCap 600 Growth

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

View all funds holding iShares S&P SmallCap 600 Growth