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

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

Historical chart of Capital Performance 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 Performance 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 Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $260k 1.5k 178.60
2025-12-31 $252k 1.8k 141.16
2024-09-30 $24k 175 139.49

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Capital Performance Advisors

Top funds holding iShares S&P SmallCap 600 Growth

Morgan Stanley
Bank of America Corporation
FMR
Brown Advisory Holdings Incorporated
Wells Fargo & Company
LPL Financial
UBS Group
Pnc Financial Services
Northwestern Mutual Wealth Management Company
Raymond James Financial
M^T Bank Corporation
Commonwealth Equity Services
Jpmorgan Chase & Co
Ameriprise Financial
HighTower Advisors

View all funds holding iShares S&P SmallCap 600 Growth