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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)
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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)
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JPMorgan Chase & Co. (JPM)
Uber Technologies (UBER)

View all positions for Relative Value Partners

Top funds holding iShares S&P SmallCap 600 Growth

Dynasty Wealth Management
Morgan Stanley
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
HighTower Advisors
Envestnet Asset Management

View all funds holding iShares S&P SmallCap 600 Growth