iShares S&P SmallCap 600 Growth shares owned by Accretive Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Accretive Wealth Partners
from 13F filings
Historical chart of Accretive Wealth Partners investment in iShares S&P SmallCap 600 Growth
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Quarterly reported holdings in iShares S&P SmallCap 600 Growth by Accretive Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.2M | 34k | 125.14 |
| 2023-09-30 | $3.7M | 34k | 109.68 |
| 2023-06-30 | $3.9M | 34k | 114.93 |
| 2023-03-31 | $3.6M | 33k | 109.94 |
| 2022-12-31 | $3.5M | 32k | 108.07 |
| 2022-09-30 | $3.3M | 32k | 101.68 |
| 2022-06-30 | $3.4M | 32k | 105.31 |
| 2022-03-31 | $3.9M | 32k | 125.10 |
| 2021-12-31 | $4.3M | 31k | 138.79 |
| 2021-09-30 | $3.9M | 30k | 130.04 |
| 2021-06-30 | $3.8M | 29k | 132.62 |
| 2021-03-31 | $3.1M | 24k | 128.23 |
| 2020-12-31 | $2.6M | 23k | 114.17 |
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