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iShares S&P SmallCap 600 Growth shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management 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 Diversify Wealth Management 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $367k 2.7k 133.99
2024-09-30 $426k 3.1k 136.11

More positions owned by Diversify Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Meta Platforms Cl A (META)

View all positions for Diversify Wealth Management

Top funds holding iShares S&P SmallCap 600 Growth

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

View all funds holding iShares S&P SmallCap 600 Growth