Evergreen Private Wealth »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Growth by Evergreen Private Wealth

Quarter filed Position value Share count Share price at filing
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

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

View all positions for Evergreen Private Wealth

Top funds holding iShares S&P SmallCap 600 Growth

Dynasty Wealth Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
LPL Financial
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Commonwealth Equity Services
Glenmede Trust Company
Royal Bank of Canada
Jpmorgan Chase & Co
One Capital Management
HighTower Advisors
Envestnet Asset Management

View all funds holding iShares S&P SmallCap 600 Growth