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iShares S&P SmallCap 600 Growth shares owned by Optimist Retirement Group

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

Historical chart of Optimist Retirement Group 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 Optimist Retirement Group 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 Optimist Retirement Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $260k 1.8k 141.49
2025-06-30 $244k 1.8k 133.03
2025-03-31 $228k 1.8k 124.48
2024-12-31 $247k 1.8k 135.37
2024-09-30 $254k 1.8k 139.52
2024-06-30 $233k 1.8k 128.40
2024-03-31 $237k 1.8k 130.70
2023-12-31 $226k 1.8k 125.11

More positions owned by Optimist Retirement Group

Paccar (PCAR)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Kla Corp Com New (KLAC)
International Business Machines (IBM)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)

View all positions for Optimist Retirement Group

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