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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
2024-03-31 $313k 2.4k 130.75
2023-12-31 $352k 2.8k 125.16

More positions owned by Evergreen Private Wealth

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

View all positions for Evergreen Private Wealth

Top funds holding iShares S&P SmallCap 600 Growth

Bank of America Corporation
Pnc Financial Services
Wells Fargo & Company
UBS Group
M^T Bank Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management
HighTower Advisors
HPM Partners
SPC Financial
Stifel Financial
Raymond James Financial Services Advisors

View all funds holding iShares S&P SmallCap 600 Growth