iShares S&P SmallCap 600 Growth shares owned by Prosperity Planning
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Prosperity Planning
from 13F filings
Historical chart of Prosperity Planning investment in iShares S&P SmallCap 600 Growth
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Quarterly reported holdings in iShares S&P SmallCap 600 Growth by Prosperity Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $325k | 2.3k | 141.50 |
| 2025-06-30 | $314k | 2.4k | 133.04 |
| 2025-03-31 | $291k | 2.3k | 124.50 |
| 2024-12-31 | $315k | 2.3k | 135.37 |
| 2024-09-30 | $324k | 2.3k | 139.49 |
| 2024-06-30 | $298k | 2.3k | 128.43 |
| 2024-03-31 | $305k | 2.3k | 130.73 |
| 2023-12-31 | $290k | 2.3k | 125.14 |
| 2023-09-30 | $252k | 2.3k | 109.68 |
| 2023-06-30 | $269k | 2.3k | 114.93 |
| 2023-03-31 | $253k | 2.3k | 109.94 |
| 2022-12-31 | $243k | 2.2k | 109.83 |
| 2022-09-30 | $225k | 2.2k | 101.58 |
| 2022-06-30 | $217k | 2.0k | 110.04 |
| 2022-03-31 | $248k | 2.0k | 125.76 |
| 2021-12-31 | $274k | 2.0k | 138.95 |
| 2021-09-30 | $259k | 2.0k | 130.28 |
| 2021-06-30 | $262k | 2.0k | 132.39 |
| 2021-03-31 | $265k | 2.1k | 128.02 |
| 2020-12-31 | $251k | 2.2k | 114.25 |
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