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iShares S&P SmallCap 600 Growth shares owned by GW & Wade

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

Historical chart of GW & Wade 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 GW & Wade 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 GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.3M 67k 125.13
2023-09-30 $6.9M 63k 109.68
2023-06-30 $7.0M 61k 114.93
2023-03-31 $6.6M 60k 109.94
2022-12-31 $6.6M 62k 108.06
2022-09-30 $3.0M 30k 101.67
2022-06-30 $1.9M 18k 105.32
2022-03-31 $2.0M 16k 125.09
2021-12-31 $2.3M 17k 138.79
2021-09-30 $2.8M 21k 130.03
2021-06-30 $2.8M 21k 132.64
2021-03-31 $2.8M 22k 128.25
2020-12-31 $902k 7.9k 114.12

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

Top funds holding iShares S&P SmallCap 600 Growth

Dynasty Wealth Management
Bank of America Corporation
FMR
Wells Fargo & Company
UBS Group
Pnc Financial Services
LPL Financial
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Ameriprise Financial
Commonwealth Equity Services
Glenmede Trust Company
Royal Bank of Canada
Jpmorgan Chase & Co
One Capital Management

View all funds holding iShares S&P SmallCap 600 Growth