iShares S&P SmallCap 600 Growth shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners 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 Perfromance Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P SmallCap 600 Growth by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $654k | 4.6k | 141.50 |
| 2025-06-30 | $615k | 4.6k | 133.04 |
| 2025-03-31 | $575k | 4.6k | 124.50 |
| 2024-12-31 | $626k | 4.6k | 135.37 |
| 2024-09-30 | $645k | 4.6k | 139.49 |
| 2024-06-30 | $594k | 4.6k | 128.43 |
| 2024-03-31 | $604k | 4.6k | 130.73 |
| 2023-12-31 | $578k | 4.6k | 125.14 |
| 2023-09-30 | $507k | 4.6k | 109.68 |
| 2023-06-30 | $526k | 4.6k | 113.89 |
| 2023-03-31 | $508k | 4.6k | 109.94 |
| 2022-12-31 | $500k | 4.6k | 108.07 |
| 2022-09-30 | $470k | 4.6k | 101.69 |
| 2022-06-30 | $487k | 4.6k | 105.37 |
| 2022-03-31 | $578k | 4.6k | 125.05 |
| 2021-12-31 | $642k | 4.6k | 138.90 |
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