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iShares S&P SmallCap 600 Growth shares owned by Lake Street Financial

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

Historical chart of Lake Street Financial 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 Lake Street Financial 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 Lake Street Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0M 64k 141.50
2025-06-30 $8.3M 62k 133.04
2025-03-31 $7.8M 63k 124.50
2024-12-31 $8.3M 62k 135.37
2024-09-30 $6.4M 46k 139.49
2024-06-30 $3.5M 27k 128.42
2024-03-31 $3.5M 26k 130.73

More positions owned by Lake Street Financial

Nvidia Corporation Stock (NVDA)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
Vanguard Growth Etf Etf (VUG)
Invesco Qqq Trust Series I Etf (QQQ)
Microsoft Corp Stock (MSFT)
Graniteshares Gold Shares Etf (BAR)
Amazon Stock (AMZN)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Meta Platforms Inc Cl A Stock (META)
Palmer Square Credit Opportunities Etf Etf (PSQO)
Palantir Technologies Inc Cl A Stock (PLTR)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Lake Street Financial

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