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iShares S&P SmallCap 600 Growth shares owned by Evergreen Private Wealth

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

Historical chart of Evergreen Private Wealth 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 Evergreen Private Wealth 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 Evergreen Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $287k 2.0k 141.53
2025-06-30 $252k 1.9k 133.07
2025-03-31 $248k 2.0k 124.53
2024-12-31 $280k 2.1k 135.40
2024-09-30 $283k 2.0k 139.52
2024-03-31 $313k 2.4k 130.75
2023-12-31 $352k 2.8k 125.16

More positions owned by Evergreen Private Wealth

Alphabet Cap Stk Cl A (GOOGL)
Applied Materials (AMAT)
Netflix (NFLX)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
JPMorgan Chase & Co. (JPM)
Arista Networks Com Shs (ANET)
Check Point Software Tech Lt Ord (CHKP)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Apple (AAPL)
Amazon (AMZN)
Adobe Systems Incorporated (ADBE)
Wisdomtree Tr Em Ex St-owned (XSOE)
Thermo Fisher Scientific (TMO)

View all positions for Evergreen Private Wealth

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