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iShares S&P SmallCap 600 Growth shares owned by Hefty Wealth Partners

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

Historical chart of Hefty Wealth Partners 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 Hefty Wealth Partners 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 Hefty Wealth Partners

Quarter filed Position value Share count Share price at filing
2018-03-31 $55k 319 172.41
2017-12-31 $54k 319 169.28
2017-09-30 $52k 319 163.01
2017-06-30 $49k 319 153.61

More positions owned by Hefty Wealth Partners

iShares S&P 1500 Index Fund (ITOT)
Powershares Exchange
Ishares Inc msci world idx (URTH)
Ishares Tr core tl usd bd (IUSB)
Goldman Sachs Etf Tr (GSLC)
Powershares Etf Tr Ii s&p600 lovl pt
iShares S&P 500 Index (IVV)
iShares Lehman 1-3 Year Treas.Bond (SHY)
SPDR S&P Dividend (SDY)
Vanguard Mid-Cap ETF (VO)
Ishares Tr usa min vo (USMV)
Vanguard Large-Cap ETF (VV)
Ishares Tr fltg rate nt (FLOT)
Materials SPDR (XLB)
Financial Select Sector SPDR (XLF)

View all positions for Hefty Wealth Partners

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