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iShares S&P SmallCap 600 Growth shares owned by Serenity Investment Advisors

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

Historical chart of Serenity Investment 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 Serenity Investment 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 Serenity Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.7M 17k 161.93
2025-12-31 $2.3M 16k 146.41

More positions owned by Serenity Investment Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Fidelity Covington Trust Enhanced Mid (FMDE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for Serenity Investment Advisors

Top funds holding iShares S&P SmallCap 600 Growth

Morgan Stanley
Bank of America Corporation
FMR
UBS Group
Brown Advisory Holdings Incorporated
Wells Fargo & Company
LPL Financial
Northwestern Mutual Wealth Management Company
Pnc Financial Services
Commonwealth Equity Services
Raymond James Financial
M^T Bank Corporation
HighTower Advisors
Glenmede Trust Company
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Growth