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iShares S&P SmallCap 600 Growth shares owned by Chokshi & Queen Wealth Advisors

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

Historical chart of Chokshi & Queen 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 Chokshi & Queen Wealth 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 Chokshi & Queen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $404k 2.9k 141.50
2025-06-30 $341k 2.6k 133.04
2025-03-31 $285k 2.3k 124.50
2024-12-31 $306k 2.3k 135.37

More positions owned by Chokshi & Queen Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Costco Wholesale Corporation (COST)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard World Health Car Etf (VHT)
Visa Com Cl A (V)
Meta Platforms Cl A (META)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Russell 3000 Etf (IWV)
Tesla Motors (TSLA)
Ishares Tr Rus Mid Cap Etf (IWR)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Chokshi & Queen Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Growth

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

View all funds holding iShares S&P SmallCap 600 Growth