Lake Street Financial »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Growth by Lake Street Financial

Quarter filed Position value Share count Share price at filing
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

Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
First Tr Exchange Traded First Tr Enh New (FTSM)
Wisdomtree Tr Us Largecap Divd (DLN)
Graniteshares Gold Tr Shs Ben Int (BAR)
Invesco Exchange Traded S&p500 Eql Wgt (RSP)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Core S&p Mcp Etf (IJH)
Meta Platforms Cl A (META)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for Lake Street Financial

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