iShares S&P SmallCap 600 Growth shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares S&P SmallCap 600 Growth
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Quarterly reported holdings in iShares S&P SmallCap 600 Growth by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.4M | 10k | 133.04 |
| 2025-03-31 | $1.3M | 10k | 124.50 |
| 2024-12-31 | $1.4M | 10k | 135.38 |
| 2024-09-30 | $1.4M | 10k | 139.49 |
| 2024-06-30 | $903k | 7.0k | 128.44 |
| 2024-03-31 | $796k | 6.1k | 130.73 |
| 2023-12-31 | $840k | 6.7k | 125.14 |
| 2023-09-30 | $733k | 6.7k | 109.69 |
| 2023-06-30 | $673k | 2.7k | 251.20 |
| 2023-03-31 | $4.0M | 43k | 93.59 |
| 2022-12-31 | $330k | 3.1k | 108.07 |
| 2022-06-30 | $945k | 9.0k | 105.29 |
| 2022-03-31 | $382k | 3.1k | 125.12 |
| 2021-12-31 | $403k | 2.9k | 138.73 |
| 2021-09-30 | $410k | 5.4k | 75.41 |
| 2021-06-30 | $360k | 2.7k | 132.79 |
| 2021-03-31 | $354k | 2.8k | 128.12 |
| 2020-12-31 | $306k | 2.7k | 114.14 |
| 2020-09-30 | $249k | 1.4k | 176.47 |
| 2020-06-30 | $240k | 1.4k | 170.09 |
| 2019-12-31 | $291k | 1.5k | 192.97 |
| 2019-09-30 | $269k | 1.5k | 178.38 |
| 2019-06-30 | $200k | 1.1k | 182.32 |
| 2019-03-31 | $208k | 1.2k | 178.69 |
| 2018-09-30 | $238k | 1.2k | 201.69 |
| 2018-06-30 | $2.0M | 10k | 189.30 |
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