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iShares S&P SmallCap 600 Growth shares owned by Relative Value Partners

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Relative Value Partners from 13F filings

Historical chart of Relative Value 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 Relative Value 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 Relative Value Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.5M 27k 128.42

More positions owned by Relative Value Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange Traded First Tr Enh New (FTSM)
Wisdomtree Tr Us Largecap Divd (DLN)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
JPMorgan Chase & Co. (JPM)
Uber Technologies (UBER)

View all positions for Relative Value Partners

Top funds holding iShares S&P SmallCap 600 Growth

Morgan Stanley
Bank of America Corporation
FMR
Wells Fargo & Company
UBS Group
Pnc Financial Services
LPL Financial
Ameriprise Financial
M^T Bank Corporation
Northwestern Mutual Wealth Management Company
Glenmede Trust Company
Commonwealth Equity Services
Jpmorgan Chase & Co
Royal Bank of Canada
One Capital Management

View all funds holding iShares S&P SmallCap 600 Growth