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iShares S&P SmallCap 600 Growth shares owned by Keebeck Wealth Management

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

Historical chart of Keebeck Wealth Management 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 Keebeck Wealth Management 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 Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $13M 104k 128.43
2023-03-31 $222k 2.0k 109.94
2022-12-31 $564k 5.2k 108.07
2022-09-30 $581k 5.7k 101.73
2022-03-31 $322k 2.6k 125.19
2019-12-31 $4.1M 21k 193.28

More positions owned by Keebeck Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Keebeck Wealth Management

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
Ameriprise Financial
M^T Bank Corporation
Northwestern Mutual Wealth Management Company
Glenmede Trust Company
Commonwealth Equity Services
Jpmorgan Chase & Co
Royal Bank of Canada
One Capital Management

View all funds holding iShares S&P SmallCap 600 Growth