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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
2026-06-30 $83k 466 178.66
2026-03-31 $78k 536 144.76
2025-12-31 $76k 536 141.20
2025-09-30 $79k 559 141.54
2025-06-30 $74k 559 133.08
2025-03-31 $70k 559 124.54
2024-12-31 $76k 559 135.41
2024-09-30 $78k 559 139.53
2024-06-30 $72k 559 128.47

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr Series Trust ST STR P500GRW (SPYG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Usd Inv Grde Etf (USIG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Mbs Etf (MBB)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Spdr Series Trust St Str P500val (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 St Str P400mid (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
Brown Advisory Holdings Incorporated
Wells Fargo & Company
LPL Financial
UBS Group
Pnc Financial Services
Northwestern Mutual Wealth Management Company
Raymond James Financial
M^T Bank Corporation
Commonwealth Equity Services
Jpmorgan Chase & Co
Ameriprise Financial
HighTower Advisors

View all funds holding iShares S&P SmallCap 600 Growth