iShares S&P SmallCap 600 Growth shares owned by Phillips Financial Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in iShares S&P SmallCap 600 Growth
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Quarterly reported holdings in iShares S&P SmallCap 600 Growth by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $93k | 661 | 141.16 |
| 2025-09-30 | $94k | 661 | 141.50 |
| 2025-06-30 | $88k | 661 | 133.04 |
| 2025-03-31 | $82k | 661 | 124.50 |
| 2024-12-31 | $90k | 661 | 135.37 |
| 2024-09-30 | $92k | 661 | 139.49 |
| 2024-06-30 | $85k | 661 | 128.43 |
| 2024-03-31 | $92k | 701 | 130.73 |
| 2023-12-31 | $88k | 701 | 125.14 |
| 2023-09-30 | $82k | 748 | 109.68 |
| 2023-06-30 | $86k | 748 | 114.93 |
| 2023-03-31 | $184k | 1.7k | 109.94 |
| 2022-12-31 | $181k | 1.7k | 108.07 |
| 2022-09-30 | $170k | 1.7k | 101.67 |
| 2022-03-31 | $209k | 1.7k | 125.00 |
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