Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

iShares S&P SmallCap 600 Growth shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital 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 Holt Capital Advisors, L.L.C. dba Holt Capital 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 Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $352k 2.5k 139.49
2024-06-30 $324k 2.5k 128.43
2024-03-31 $329k 2.5k 130.73
2023-12-31 $315k 2.5k 125.14
2023-09-30 $276k 2.5k 109.68
2023-06-30 $290k 2.5k 114.93
2023-03-31 $277k 2.5k 109.94
2022-12-31 $272k 2.5k 108.07
2022-09-30 $256k 2.5k 101.59
2022-06-30 $265k 2.5k 105.16
2022-03-31 $325k 2.6k 125.00
2021-12-31 $368k 2.7k 138.87
2021-09-30 $345k 2.7k 130.19
2021-06-30 $351k 2.7k 132.45
2021-03-31 $340k 2.7k 128.30
2020-12-31 $303k 2.7k 114.34
2020-09-30 $234k 1.3k 176.60
2020-06-30 $225k 1.3k 169.81
2019-12-31 $266k 1.4k 193.45
2019-09-30 $254k 1.4k 178.25
2019-06-30 $260k 1.4k 182.46
2019-03-31 $261k 1.5k 178.16
2018-12-31 $261k 1.6k 161.61
2018-09-30 $346k 1.7k 201.75
2018-06-30 $324k 1.7k 188.92
2018-03-31 $304k 1.8k 173.71
2017-12-31 $298k 1.8k 170.29
2017-09-30 $288k 1.8k 164.57
2017-06-30 $273k 1.8k 156.00
2017-03-31 $268k 1.8k 153.14
2016-12-31 $262k 1.8k 149.71
2016-09-30 $240k 1.8k 137.14
2016-06-30 $363k 2.8k 128.27
2016-03-31 $351k 2.8k 124.03
2015-12-31 $315k 2.5k 124.51
2015-09-30 $304k 2.5k 120.16
2015-06-30 $331k 2.5k 130.83
2015-03-31 $329k 2.5k 130.04
2014-12-31 $310k 2.5k 122.53
2014-09-30 $285k 2.5k 112.65
2014-06-30 $300k 2.5k 120.97
2014-03-31 $292k 2.5k 118.94
2013-12-31 $285k 2.4k 118.50

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Short (SPSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core High Dv Etf (HDV)
Bank of America Corporation (BAC)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Texas Pacific Land Corp (TPL)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding iShares S&P SmallCap 600 Growth

Dynasty Wealth Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
LPL Financial
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Commonwealth Equity Services
Glenmede Trust Company
Royal Bank of Canada
Jpmorgan Chase & Co
One Capital Management
HighTower Advisors
Envestnet Asset Management

View all funds holding iShares S&P SmallCap 600 Growth