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Forbes Financial Planning »

iShares S&P SmallCap 600 Growth shares owned by Forbes Financial Planning

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Forbes Financial Planning from 13F filings

Historical chart of Forbes Financial Planning 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 Forbes Financial Planning 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 Forbes Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2023-09-30	$2.4M	22k	109.68
2023-06-30	$2.6M	23k	114.93
2023-03-31	$2.5M	23k	109.94
2022-12-31	$2.4M	23k	101.67
2022-09-30	$2.4M	23k	101.68
2022-06-30	$2.5M	23k	105.76
2022-03-31	$3.0M	24k	125.69
2021-12-31	$3.3M	24k	138.80

More positions owned by Forbes Financial Planning

Ishares Tr Core S&p500 Etf (IVV)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Spdr Ser Tr S&P 600 SMCP GRW (SLYG)

Ishares Tr Sp Smcp600vl Etf (IJS)

Ishares Tr Core Us Aggbd Et (AGG)

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Index Fds Value Etf (VTV)

Spdr Ser Tr Portfolio Intrmd (SPIB)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Spdr Ser Tr S&p Divid Etf (SDY)

Apple (AAPL)

Select Sector Spdr Tr Technology (XLK)

Ishares Tr Core Div Grwth (DGRO)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Forbes Financial Planning

Top funds holding iShares S&P SmallCap 600 Growth

Bank of America Corporation

Pnc Financial Services

Wells Fargo & Company

Commonwealth Equity Services

Royal Bank of Canada

One Capital Management

Raymond James Financial Services Advisors

View all funds holding iShares S&P SmallCap 600 Growth

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