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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
2025-09-30 $32M 228k 141.50
2025-06-30 $29M 220k 133.04
2025-03-31 $24M 196k 124.50
2024-12-31 $26M 194k 135.37
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 $11B 106M 108.07
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 $632k 11k 59.08
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

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Eafe (IEFA)
Archer Daniels Midland Company (ADM)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
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

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