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iShares S&P SmallCap 600 Growth shares owned by Dougherty Wealth Advisers

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

Historical chart of Dougherty Wealth Advisers 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 Dougherty Wealth Advisers 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 Dougherty Wealth Advisers

Quarter filed Position value Share count Share price at filing
2025-03-31 $38k 305 124.50
2024-12-31 $337k 2.5k 135.37
2020-03-31 $230k 1.7k 138.14
2019-12-31 $322k 1.7k 193.39
2019-09-30 $297k 1.7k 178.38
2019-06-30 $304k 1.7k 182.58
2019-03-31 $297k 1.7k 178.38
2018-12-31 $294k 1.7k 176.58

More positions owned by Dougherty Wealth Advisers

Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Vanguard Mid-cap Value Etf Etf (VOE)
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Invesco Qqq Trust Series I Etf (QQQ)
Apple Stock (AAPL)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Vanguard Real Estate Etf Etf (VNQ)
Ishares S&p 100 Etf Etf (OEF)
Ishares Core S&p Small Cap Etf Etf (IJR)
Microsoft Corp Stock (MSFT)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Jpmorgan Chase & Co Stock (JPM)
Alphabet Inc Cap Stk Cl C Stock (GOOG)

View all positions for Dougherty Wealth Advisers

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