Security National Trust »

iShares S&P SmallCap 600 Growth shares owned by Security National Trust

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Security National Trust from 13F filings

Historical chart of Security National Trust 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 Security National Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Growth by Security National Trust

Quarter filed Position value Share count Share price at filing
2021-09-30 $6.3M 48k 132.66
2021-06-30 $6.3M 48k 132.64
2021-03-31 $6.4M 50k 128.23
2020-12-31 $5.5M 48k 114.19
2020-09-30 $4.2M 24k 176.46
2020-06-30 $4.0M 24k 169.77
2020-03-31 $3.2M 23k 137.66
2019-12-31 $4.3M 22k 193.30
2019-09-30 $4.0M 22k 178.36
2019-06-30 $4.0M 22k 182.48
2019-03-31 $3.9M 22k 178.46
2018-12-31 $3.1M 20k 161.31
2018-09-30 $3.9M 19k 201.45
2018-06-30 $3.6M 19k 189.09
2018-03-31 $3.4M 20k 173.82
2017-12-31 $3.3M 19k 169.78
2017-09-30 $3.0M 18k 164.44
2017-06-30 $2.5M 16k 155.78
2017-03-31 $2.4M 16k 153.14
2016-12-31 $2.2M 15k 150.00
2016-09-30 $1.9M 14k 136.89
2016-06-30 $1.8M 14k 128.69
2016-03-31 $1.7M 14k 124.59
2015-12-31 $1.7M 13k 124.59
2015-09-30 $1.6M 13k 120.49
2015-06-30 $1.5M 12k 122.41
2015-03-31 $1.5M 12k 122.41
2014-12-31 $1.5M 12k 122.41
2014-09-30 $1.3M 12k 112.52
2014-06-30 $1.4M 12k 120.77
2014-03-31 $1.4M 12k 119.00
2013-12-31 $1.3M 11k 118.57
2013-09-30 $1.2M 11k 108.36
2013-06-30 $1.1M 12k 96.86
2012-12-31 $991k 12k 84.01

More positions owned by Security National Trust

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Msci Eafe Etf (EFA)
Home Depot (HD)
Amazon (AMZN)
Thermo Fisher Scientific Inccom (TMO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Paypal Holdings (PYPL)
Automatic Data Processing Incom (ADP)
Disney Walt Com Disney (DIS)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Sp Smcp600gr Etf (IJT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Security National Trust

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