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
Download as csv Download as ExcelQuarterly 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 |
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