iShares S&P SmallCap 600 Growth shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in iShares S&P SmallCap 600 Growth
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Quarterly reported holdings in iShares S&P SmallCap 600 Growth by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $31M | 232k | 135.37 |
| 2024-09-30 | $31M | 223k | 139.49 |
| 2024-06-30 | $26M | 202k | 128.43 |
| 2024-03-31 | $25M | 190k | 130.73 |
| 2023-12-31 | $23M | 182k | 125.14 |
| 2023-09-30 | $18M | 162k | 109.68 |
| 2023-06-30 | $17M | 152k | 114.93 |
| 2023-03-31 | $15M | 139k | 109.94 |
| 2022-12-31 | $14M | 126k | 108.07 |
| 2022-09-30 | $12M | 114k | 101.67 |
| 2022-06-30 | $11M | 103k | 105.32 |
| 2022-03-31 | $12M | 93k | 125.10 |
| 2021-12-31 | $11M | 82k | 138.80 |
| 2021-09-30 | $9.8M | 75k | 130.04 |
| 2021-06-30 | $8.6M | 65k | 132.64 |
| 2021-03-31 | $7.5M | 59k | 128.22 |
| 2020-12-31 | $6.7M | 59k | 114.17 |
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