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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
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 Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
International Business Machines (IBM)
3M Company (MMM)

View all positions for Optimist Retirement Group

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