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iShares S&P SmallCap 600 Growth shares owned by Optimum Investment Advisors

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

Historical chart of Optimum Investment 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 Optimum Investment 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 Optimum Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $136k 1.2k 109.68
2023-06-30 $143k 1.2k 114.93
2023-03-31 $136k 1.2k 109.94
2022-12-31 $134k 1.2k 108.07
2022-09-30 $126k 1.2k 101.61
2022-06-30 $131k 1.2k 105.65
2022-03-31 $162k 1.3k 125.39
2021-12-31 $172k 1.2k 138.71
2021-09-30 $161k 1.2k 129.84
2021-06-30 $164k 1.2k 132.26
2021-03-31 $159k 1.2k 128.23
2020-12-31 $142k 1.2k 114.52
2020-09-30 $109k 620 175.81
2020-06-30 $105k 620 169.35
2020-03-31 $99k 720 137.50
2019-12-31 $139k 720 193.06
2019-09-30 $128k 720 177.78
2019-06-30 $131k 720 181.94
2019-03-31 $128k 720 177.78
2018-12-31 $179k 1.1k 161.26
2018-09-30 $224k 1.1k 201.80
2018-06-30 $210k 1.1k 189.19
2018-03-31 $158k 910 173.63
2015-03-31 $99k 761 130.56
2014-12-31 $93k 761 121.95
2014-09-30 $93k 761 121.95
2014-06-30 $26k 216 120.37
2014-03-31 $26k 216 120.37
2013-12-31 $26k 216 120.37
2013-09-30 $23k 216 106.48

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Vanguard World Inf Tech Etf (VGT)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Amazon (AMZN)
Oracle Corporation (ORCL)
Spdr Gold Tr Gold Shs (GLD)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)

View all positions for Optimum Investment Advisors

Top funds holding iShares S&P SmallCap 600 Growth

FMR
Wells Fargo & Company
UBS Group
LPL Financial
Pnc Financial Services
Northwestern Mutual Wealth Management Company
Brown Advisory Holdings Incorporated
M^T Bank Corporation
Commonwealth Equity Services
Raymond James Financial
Jpmorgan Chase & Co
HighTower Advisors
Ameriprise Financial
Envestnet Asset Management
HPM Partners

View all funds holding iShares S&P SmallCap 600 Growth