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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
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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Eli Lilly & Co. (LLY)
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Ishares Tr Ibonds 24 Trm Ts
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Essential Planning

Top funds holding iShares S&P SmallCap 600 Growth

Dynasty Wealth Management
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FMR
Wells Fargo & Company
UBS Group
Pnc Financial Services
LPL Financial
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Ameriprise Financial
Commonwealth Equity Services
Glenmede Trust Company
Royal Bank of Canada
Jpmorgan Chase & Co
One Capital Management

View all funds holding iShares S&P SmallCap 600 Growth