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iShares S&P SmallCap 600 Growth shares owned by SIMA Wealth Partners

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

Historical chart of SIMA Wealth 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 SIMA Wealth 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 SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $78k 536 144.76
2025-12-31 $76k 536 141.20
2025-09-30 $79k 559 141.54

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Usd Inv Grde Etf (USIG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Spdr Series Trust State Street Spd (SPYG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

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