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iShares S&P SmallCap 600 Growth shares owned by San Luis Wealth Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by San Luis Wealth Advisors from 13F filings

Historical chart of San Luis Wealth Advisors 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 San Luis Wealth Advisors 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 San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 29k 141.50
2025-06-30 $4.0M 30k 133.05
2022-03-31 $122k 878 138.95

More positions owned by San Luis Wealth Advisors

Ea Series Trust Marketdesk Focus (FDIV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Divid Etf (DIVB)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Tesla Motors (TSLA)
Vanguard Specialized Funds Div App Etf (VIG)
Target Corporation (TGT)

View all positions for San Luis Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Growth

Morgan Stanley
FMR
Wells Fargo & Company
UBS Group
LPL Financial
Pnc Financial Services
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Brown Advisory Holdings Incorporated
Commonwealth Equity Services
Raymond James Financial
Jpmorgan Chase & Co
HighTower Advisors
Ameriprise Financial
Envestnet Asset Management

View all funds holding iShares S&P SmallCap 600 Growth