Presilium Private Wealth »

iShares S&P SmallCap 600 Growth shares owned by Presilium Private Wealth

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Presilium Private Wealth from 13F filings

Historical chart of Presilium Private Wealth 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 Presilium Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Growth by Presilium Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $665k 4.8k 139.50
2024-06-30 $626k 4.9k 128.44
2024-03-31 $639k 4.9k 130.74
2023-12-31 $619k 4.9k 125.15

More positions owned by Presilium Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr National Mun Etf (MUB)

View all positions for Presilium Private Wealth

Top funds holding iShares S&P SmallCap 600 Growth

Dynasty Wealth Management
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
LPL Financial
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Commonwealth Equity Services
Glenmede Trust Company
Royal Bank of Canada
Jpmorgan Chase & Co
One Capital Management
Envestnet Asset Management
HPM Partners
Falcon Wealth Planning

View all funds holding iShares S&P SmallCap 600 Growth