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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
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 $11M 1.6k 7222.54
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 11k 53.00
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)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment Advisors

Top funds holding iShares S&P SmallCap 600 Growth

Bank of America Corporation
Pnc Financial Services
Wells Fargo & Company
UBS Group
M^T Bank Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management
HPM Partners
HighTower Advisors
SPC Financial
Stifel Financial
Raymond James Financial Services Advisors

View all funds holding iShares S&P SmallCap 600 Growth