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iShares S&P SmallCap 600 Growth shares owned by Essential Planning

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

Historical chart of Essential Planning 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 Essential Planning 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 Essential Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $343k 2.4k 141.16
2025-09-30 $388k 2.7k 141.50
2025-06-30 $365k 2.7k 133.04
2025-03-31 $341k 2.7k 124.50
2024-12-31 $32M 225k 141.45
2024-09-30 $484k 3.5k 139.49
2024-06-30 $445k 3.5k 128.43
2024-03-31 $352k 2.8k 125.14

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View all positions for Essential Planning

Top funds holding iShares S&P SmallCap 600 Growth

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
HPM Partners

View all funds holding iShares S&P SmallCap 600 Growth