iShares S&P SmallCap 600 Growth shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in iShares S&P SmallCap 600 Growth
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Quarterly reported holdings in iShares S&P SmallCap 600 Growth by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $678k | 4.8k | 141.50 |
| 2025-06-30 | $686k | 5.2k | 133.03 |
| 2024-12-31 | $3.2M | 23k | 135.37 |
| 2024-09-30 | $3.1M | 22k | 139.49 |
| 2024-06-30 | $2.1M | 17k | 128.43 |
| 2024-03-31 | $1.2M | 9.3k | 130.72 |
| 2023-12-31 | $1.1M | 8.7k | 125.15 |
| 2023-09-30 | $377k | 3.4k | 109.68 |
| 2023-06-30 | $422k | 3.7k | 114.93 |
| 2023-03-31 | $457k | 4.2k | 109.94 |
| 2022-12-31 | $481k | 4.4k | 108.07 |
| 2022-09-30 | $452k | 4.4k | 101.62 |
| 2022-06-30 | $396k | 3.8k | 105.43 |
| 2022-03-31 | $497k | 4.0k | 125.03 |
| 2021-12-31 | $617k | 4.4k | 138.84 |
| 2021-09-30 | $750k | 5.8k | 129.98 |
| 2021-06-30 | $765k | 5.8k | 132.58 |
| 2021-03-31 | $740k | 5.8k | 128.25 |
| 2020-12-31 | $656k | 5.7k | 114.25 |
| 2020-06-30 | $41k | 242 | 169.42 |
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