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iShares S&P SmallCap 600 Growth shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment 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 Moneta Group Investment 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $27M 195k 139.49
2024-06-30 $25M 191k 128.43
2024-03-31 $25M 194k 130.73
2023-12-31 $17M 134k 125.14
2023-09-30 $14M 130k 109.68
2023-06-30 $12M 105k 114.93
2023-03-31 $11M 103k 109.94
2022-12-31 $10M 90k 115.97
2022-09-30 $7.3M 72k 101.67
2022-06-30 $6.9M 65k 105.32
2022-03-31 $5.4M 43k 125.10
2021-12-31 $5.3M 38k 138.80
2021-09-30 $4.8M 37k 130.04
2021-06-30 $4.2M 32k 132.63
2021-03-31 $4.2M 33k 128.23
2020-12-31 $3.2M 28k 114.18
2020-09-30 $2.4M 28k 88.22
2020-06-30 $2.1M 13k 169.79
2020-03-31 $1.1M 8.1k 137.85
2019-12-31 $2.5M 13k 193.29
2019-09-30 $2.5M 14k 178.38
2019-06-30 $732k 858 853.15
2019-03-31 $775k 3.7k 208.28
2018-12-31 $503k 3.1k 161.32
2018-09-30 $661k 3.3k 201.65
2018-06-30 $554k 2.9k 188.89
2018-03-31 $478k 2.7k 173.94
2017-12-31 $468k 2.7k 170.31
2017-09-30 $452k 2.7k 164.48
2017-06-30 $429k 2.7k 156.11
2017-03-31 $314k 2.1k 153.17
2016-12-31 $308k 2.1k 150.24
2016-09-30 $281k 2.1k 137.07
2015-09-30 $112k 932 120.17

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Archer Daniels Midland Company (ADM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

Top funds holding iShares S&P SmallCap 600 Growth

Dynasty Wealth Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
LPL Financial
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Commonwealth Equity Services
Glenmede Trust Company
Royal Bank of Canada
Jpmorgan Chase & Co
One Capital Management
HighTower Advisors
Envestnet Asset Management

View all funds holding iShares S&P SmallCap 600 Growth