iShares S&P SmallCap 600 Growth shares owned by Ballast Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in iShares S&P SmallCap 600 Growth
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Quarterly reported holdings in iShares S&P SmallCap 600 Growth by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13k | 102 | 130.73 |
| 2023-12-31 | $13k | 102 | 125.14 |
| 2023-09-30 | $11k | 102 | 109.68 |
| 2023-06-30 | $12k | 102 | 114.93 |
| 2023-03-31 | $23k | 210 | 109.94 |
| 2022-12-31 | $59k | 550 | 108.07 |
| 2022-09-30 | $56k | 550 | 101.82 |
| 2022-06-30 | $58k | 550 | 105.45 |
| 2022-03-31 | $69k | 550 | 125.45 |
| 2021-12-31 | $76k | 550 | 138.18 |
| 2021-09-30 | $72k | 550 | 130.91 |
| 2021-06-30 | $73k | 550 | 132.73 |
| 2021-03-31 | $71k | 550 | 129.09 |
| 2020-12-31 | $63k | 550 | 114.55 |
| 2020-09-30 | $49k | 275 | 178.18 |
| 2020-06-30 | $47k | 275 | 170.91 |
| 2020-03-31 | $38k | 275 | 138.18 |
| 2019-12-31 | $53k | 275 | 192.73 |
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