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iShares S&P SmallCap 600 Growth shares owned by Heartwood Wealth Advisors

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

Historical chart of Heartwood Wealth Advisors 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 Heartwood Wealth Advisors 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 Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $23M 173k 135.37
2024-09-30 $24M 171k 139.49
2024-06-30 $21M 163k 128.43
2024-03-31 $21M 162k 130.73
2019-12-31 $2.8M 15k 193.33

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vanguard Growth Etf Etf (VUG)

View all positions for Heartwood Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Growth

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

View all funds holding iShares S&P SmallCap 600 Growth