iShares S&P SmallCap 600 Growth shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth 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 Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P SmallCap 600 Growth by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $369k | 2.1k | 178.60 |
| 2025-06-30 | $676k | 5.1k | 133.04 |
| 2025-03-31 | $1.2M | 9.7k | 124.50 |
| 2024-12-31 | $945k | 7.0k | 135.37 |
| 2024-09-30 | $638k | 4.6k | 139.49 |
| 2024-06-30 | $465k | 3.6k | 128.43 |
| 2024-03-31 | $311k | 2.4k | 130.73 |
| 2023-12-31 | $259k | 2.1k | 125.14 |
| 2023-09-30 | $241k | 2.2k | 109.68 |
| 2023-06-30 | $249k | 2.2k | 114.93 |
| 2023-03-31 | $238k | 2.2k | 109.94 |
| 2022-12-31 | $238k | 2.2k | 108.07 |
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