Newman & Schimel »

iShares S&P SmallCap 600 Growth shares owned by Newman & Schimel

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

Historical chart of Newman & Schimel 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 Newman & Schimel 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 Newman & Schimel

Quarter filed Position value Share count Share price at filing
2022-12-31 $251k 2.3k 108.06
2022-09-30 $234k 2.3k 101.56
2022-06-30 $243k 2.3k 105.47
2022-03-31 $287k 2.3k 125.05
2021-12-31 $319k 2.3k 139.00
2021-09-30 $403k 3.1k 130.21
2021-06-30 $409k 3.1k 132.49
2021-03-31 $395k 3.1k 128.08
2020-12-31 $352k 3.1k 114.29

More positions owned by Newman & Schimel

Ishares Tr Core 1 5 Yr Usd (ISTB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Star Funds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Brd Mrk Etf (SCHB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p 500 Etf (IVV)

View all positions for Newman & Schimel

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