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iShares S&P SmallCap 600 Growth shares owned by Oak Wealth Advisors

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

Historical chart of Oak Wealth 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 Oak Wealth 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 Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $253k 1.8k 144.71
2025-12-31 $247k 1.8k 141.16
2025-09-30 $248k 1.8k 141.50
2025-06-30 $233k 1.8k 133.04

More positions owned by Oak Wealth Advisors

American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Equity Market (DFUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Mun Bd Fds Intermediate Trm (VTEI)

View all positions for Oak Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Growth

Morgan Stanley
Bank of America Corporation
FMR
UBS Group
Brown Advisory Holdings Incorporated
Wells Fargo & Company
LPL Financial
Northwestern Mutual Wealth Management Company
Pnc Financial Services
Commonwealth Equity Services
Raymond James Financial
M^T Bank Corporation
HighTower Advisors
Glenmede Trust Company
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Growth