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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Growth held by Principle Wealth Partners 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 Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
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