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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Growth held by Phillips Financial Management 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
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