iShares S&P SmallCap 600 Growth shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in iShares S&P SmallCap 600 Growth
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Quarterly reported holdings in iShares S&P SmallCap 600 Growth by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $129k | 913 | 141.50 |
| 2025-06-30 | $122k | 913 | 133.04 |
| 2025-03-31 | $114k | 913 | 124.50 |
| 2024-12-31 | $124k | 913 | 135.37 |
| 2024-09-30 | $127k | 913 | 139.49 |
| 2024-06-30 | $117k | 913 | 128.43 |
| 2024-03-31 | $119k | 913 | 130.73 |
| 2023-12-31 | $114k | 913 | 125.14 |
| 2023-09-30 | $101k | 913 | 110.08 |
| 2023-06-30 | $105k | 913 | 114.93 |
| 2023-03-31 | $100k | 913 | 109.94 |
| 2022-12-31 | $105k | 968 | 108.07 |
| 2022-09-30 | $98k | 968 | 101.24 |
| 2022-06-30 | $102k | 968 | 105.37 |
| 2022-03-31 | $123k | 980 | 125.51 |
| 2021-12-31 | $136k | 980 | 138.78 |
| 2021-09-30 | $143k | 1.1k | 130.00 |
| 2021-06-30 | $146k | 1.1k | 132.73 |
| 2019-12-31 | $227k | 1.2k | 193.19 |
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