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iShares S&P SmallCap 600 Growth shares owned by Mark Sheptoff Financial Planning

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

Historical chart of Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $29k 177 163.44
2025-12-31 $25k 177 140.90
2025-09-30 $25k 177 141.24
2025-06-30 $14k 106 132.79
2025-03-31 $13k 106 124.26

More positions owned by Mark Sheptoff Financial Planning

Microsoft Corporation (MSFT)
Nextera Energy (NEE)
Celestica (CLS)
Palantir Technologies Cl A (PLTR)
Apple (AAPL)
Raytheon Technologies Corp (RTX)
Johnson & Johnson (JNJ)
Pepsi (PEP)
Veeva Systems Cl A Com (VEEV)
Abbvie (ABBV)
Vertex Pharmaceuticals Incorporated (VRTX)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt (RSP)
Tesla Motors (TSLA)
Berkshire Hathaway Cl B New (BRK.B)
General Dynamics Corporation (GD)

View all positions for Mark Sheptoff Financial Planning

Top funds holding iShares S&P SmallCap 600 Growth

Morgan Stanley
Bank of America Corporation
FMR
UBS Group
Brown Advisory Holdings Incorporated
Wells Fargo & Company
LPL Financial
Northwestern Mutual Wealth Management Company
Pnc Financial Services
Commonwealth Equity Services
Raymond James Financial
M^T Bank Corporation
HighTower Advisors
Glenmede Trust Company
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Growth