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iShares S&P SmallCap 600 Growth shares owned by Sage Financial Management Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Sage Financial Management Group from 13F filings

Historical chart of Sage Financial Management Group 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 Sage Financial Management Group 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 Sage Financial Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $265k 2.0k 135.27
2024-09-30 $278k 2.0k 139.56
2024-03-31 $260k 2.0k 130.52
2023-12-31 $249k 2.0k 125.00
2023-09-30 $218k 2.0k 109.44
2022-12-31 $215k 2.0k 107.93
2021-03-31 $136k 1.1k 128.54

More positions owned by Sage Financial Management Group

Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Sage Financial Management Group

Top funds holding iShares S&P SmallCap 600 Growth

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

View all funds holding iShares S&P SmallCap 600 Growth