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iShares S&P SmallCap 600 Growth shares owned by Holistic Planning

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

Historical chart of Holistic 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 Holistic 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $217k 1.5k 141.52
2024-12-31 $231k 1.7k 135.37
2024-09-30 $264k 1.9k 139.49
2024-06-30 $264k 2.0k 130.73
2024-03-31 $264k 2.0k 130.73

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Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)

View all positions for Holistic Planning

Top funds holding iShares S&P SmallCap 600 Growth

Morgan Stanley
FMR
Wells Fargo & Company
UBS Group
LPL Financial
Pnc Financial Services
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Brown Advisory Holdings Incorporated
Commonwealth Equity Services
Raymond James Financial
Jpmorgan Chase & Co
HighTower Advisors
Ameriprise Financial
Envestnet Asset Management

View all funds holding iShares S&P SmallCap 600 Growth