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iShares S&P SmallCap 600 Growth shares owned by Capital Advisors

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

Historical chart of Capital 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 Capital Advisors 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 Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 73k 139.50
2024-06-30 $10M 78k 128.43
2024-03-31 $10M 80k 130.73
2023-12-31 $9.7M 78k 125.14
2023-09-30 $9.0M 82k 109.68
2023-06-30 $9.4M 82k 114.93
2023-03-31 $9.0M 82k 109.93
2022-12-31 $8.8M 81k 108.07
2022-09-30 $8.1M 80k 101.68
2022-06-30 $8.5M 81k 105.32
2022-03-31 $10M 81k 125.10
2021-12-31 $11M 80k 138.80
2021-09-30 $11M 80k 130.04
2021-06-30 $11M 80k 132.63
2021-03-31 $10M 81k 128.23
2020-12-31 $9.3M 82k 114.18
2020-09-30 $7.3M 41k 176.43
2020-06-30 $7.1M 42k 169.79
2020-03-31 $5.8M 42k 137.87
2019-12-31 $8.3M 43k 193.29
2019-09-30 $8.1M 47k 171.86
2019-06-30 $8.4M 46k 182.48
2019-03-31 $8.8M 49k 178.47
2018-12-31 $7.9M 49k 161.33
2018-09-30 $9.9M 49k 201.75
2018-06-30 $9.3M 49k 188.97
2018-03-31 $8.4M 48k 173.85
2017-12-31 $7.9M 47k 170.16
2017-09-30 $7.8M 47k 164.48
2017-06-30 $7.4M 47k 155.95
2017-03-31 $7.2M 47k 153.09
2016-12-31 $6.8M 45k 150.00
2016-09-30 $6.1M 44k 137.12
2016-06-30 $5.6M 43k 128.40
2016-03-31 $5.3M 43k 124.20
2015-12-31 $5.4M 43k 124.31
2015-09-30 $5.2M 43k 120.13
2015-06-30 $5.7M 43k 131.01
2015-03-31 $5.7M 44k 130.15
2014-12-31 $5.4M 44k 122.38
2014-09-30 $5.0M 45k 112.55
2014-06-30 $5.6M 46k 120.78
2014-03-31 $5.5M 46k 118.97
2013-12-31 $5.2M 44k 118.60

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Caesars Entertainment (CZR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Capital Advisors

Top funds holding iShares S&P SmallCap 600 Growth

Dynasty Wealth Management
Bank of America Corporation
FMR
Wells Fargo & Company
UBS Group
Pnc Financial Services
LPL Financial
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Ameriprise Financial
Commonwealth Equity Services
Glenmede Trust Company
Royal Bank of Canada
Jpmorgan Chase & Co
One Capital Management

View all funds holding iShares S&P SmallCap 600 Growth