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iShares S&P SmallCap 600 Growth shares owned by Northern Oak Capital Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Northern Oak Capital Management from 13F filings

Historical chart of Northern Oak Capital Management 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 Northern Oak Capital Management 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 Northern Oak Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 27k 141.50
2025-06-30 $3.8M 29k 133.04
2025-03-31 $3.7M 29k 124.50
2024-12-31 $4.1M 30k 135.37
2024-09-30 $5.1M 36k 139.49
2024-06-30 $4.9M 38k 128.43
2024-03-31 $5.1M 39k 130.73
2023-12-31 $5.6M 45k 125.14
2023-09-30 $5.0M 45k 109.68
2023-06-30 $5.4M 47k 114.93
2023-03-31 $5.5M 51k 109.94
2022-12-31 $5.8M 54k 108.07
2022-09-30 $5.7M 56k 101.67
2022-06-30 $8.5M 81k 105.32
2022-03-31 $10M 83k 125.10
2021-12-31 $12M 86k 138.80
2021-09-30 $11M 86k 130.04
2021-06-30 $11M 84k 132.64
2021-03-31 $10M 81k 128.23
2020-12-31 $15M 128k 114.18
2020-09-30 $12M 69k 176.44
2020-06-30 $12M 68k 169.78
2020-03-31 $7.5M 55k 137.86
2019-12-31 $11M 54k 193.30
2019-09-30 $13M 74k 178.38
2019-06-30 $13M 73k 182.48
2019-03-31 $13M 71k 178.46
2018-12-31 $12M 72k 161.33
2018-09-30 $14M 70k 201.74
2018-06-30 $14M 72k 188.95
2018-03-31 $12M 71k 173.85
2017-12-31 $12M 69k 170.14
2017-09-30 $11M 69k 164.50
2017-06-30 $11M 68k 155.94
2017-03-31 $10M 66k 153.08
2016-12-31 $9.2M 62k 150.00
2016-09-30 $8.3M 61k 137.11
2016-06-30 $7.6M 59k 128.41
2016-03-31 $7.0M 57k 124.21
2015-12-31 $6.8M 54k 124.30
2015-09-30 $6.2M 52k 120.12
2015-06-30 $6.8M 52k 131.00
2015-03-31 $6.7M 52k 130.16
2014-12-31 $6.0M 49k 122.39
2014-09-30 $5.3M 48k 112.56
2014-06-30 $5.8M 48k 120.80
2014-03-31 $5.7M 48k 118.98
2013-12-31 $5.2M 48k 108.36
2013-09-30 $5.2M 48k 108.36
2013-06-30 $4.7M 49k 96.86
2013-03-31 $4.6M 49k 93.90
2012-12-31 $4.2M 49k 84.05
2012-09-30 $4.0M 48k 83.62
2012-06-30 $2.6M 32k 80.72
2012-03-31 $1.8M 22k 82.61
2011-12-31 $1.6M 21k 74.48
2011-09-30 $1.4M 22k 64.45
2011-06-30 $1.3M 16k 80.38
2011-03-31 $1.2M 16k 79.02
2010-12-31 $1.1M 16k 72.57

More positions owned by Northern Oak Capital Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
At&t (T)

View all positions for Northern Oak Capital Management

Top funds holding iShares S&P SmallCap 600 Growth

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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