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iShares S&P SmallCap 600 Growth shares owned by LWS Wealth Advisors

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

Historical chart of LWS Wealth Advisors 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 LWS Wealth Advisors 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 LWS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $365k 2.9k 125.30
2023-09-30 $318k 2.9k 109.62
2023-06-30 $339k 2.9k 115.03
2023-03-31 $300k 2.7k 109.77
2022-12-31 $346k 3.2k 108.07
2022-09-30 $298k 2.9k 101.60
2022-06-30 $308k 2.9k 105.23
2022-03-31 $368k 2.9k 125.13
2021-12-31 $408k 2.9k 138.92
2021-09-30 $382k 2.9k 130.20
2021-06-30 $389k 2.9k 132.67
2021-03-31 $365k 2.8k 128.16
2020-12-31 $403k 3.5k 114.16
2020-09-30 $317k 1.8k 176.50
2020-06-30 $307k 1.7k 181.23
2020-03-31 $458k 3.3k 137.83
2019-12-31 $875k 4.5k 193.46

More positions owned by LWS Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Mbs Etf (MBB)
Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for LWS Wealth Advisors

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