iShares S&P SmallCap 600 Growth shares owned by ERTS Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by ERTS Wealth Advisors
from 13F filings
Historical chart of ERTS 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 ERTS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $916k | 6.5k | 141.51 |
| 2025-06-30 | $855k | 6.4k | 133.03 |
| 2025-03-31 | $928k | 7.5k | 124.49 |
| 2024-12-31 | $1.1M | 8.2k | 135.36 |
| 2024-09-30 | $1.1M | 7.7k | 139.49 |
| 2024-06-30 | $1.0M | 7.8k | 128.44 |
| 2024-03-31 | $1.0M | 7.8k | 130.73 |
| 2023-12-31 | $1.0M | 8.2k | 125.15 |
| 2023-09-30 | $938k | 8.6k | 109.68 |
| 2023-06-30 | $975k | 8.5k | 114.93 |
| 2023-03-31 | $903k | 8.2k | 109.94 |
| 2022-12-31 | $946k | 8.8k | 108.07 |
| 2022-09-30 | $931k | 9.2k | 101.70 |
| 2022-06-30 | $962k | 9.1k | 105.30 |
| 2022-03-31 | $1.1M | 8.8k | 125.10 |
| 2021-12-31 | $1.2M | 8.3k | 138.48 |
| 2021-09-30 | $1.1M | 8.8k | 130.27 |
| 2021-06-30 | $1.2M | 8.9k | 132.79 |
| 2021-03-31 | $1.5M | 12k | 128.23 |
| 2020-12-31 | $1.5M | 13k | 114.21 |
| 2020-09-30 | $940k | 5.3k | 176.36 |
| 2020-06-30 | $951k | 5.6k | 169.76 |
| 2020-03-31 | $873k | 6.3k | 137.78 |
| 2019-12-31 | $181k | 1.1k | 161.61 |
| 2019-09-30 | $388k | 2.2k | 178.64 |
| 2019-06-30 | $436k | 2.4k | 182.58 |
| 2019-03-31 | $396k | 2.2k | 178.70 |
| 2018-12-31 | $181k | 1.1k | 161.61 |
Top funds holding iShares S&P SmallCap 600 Growth
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