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

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

Historical chart of SOA 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 SOA 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 SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.2M 65k 125.14
2023-09-30 $7.6M 69k 109.68
2023-06-30 $8.5M 74k 114.93
2023-03-31 $8.4M 76k 109.94
2022-12-31 $8.3M 77k 108.07
2022-09-30 $7.4M 73k 101.67
2022-06-30 $7.2M 68k 105.31
2022-03-31 $7.3M 59k 125.09
2021-12-31 $8.1M 58k 138.88
2021-09-30 $6.2M 48k 130.02
2021-06-30 $5.3M 40k 132.63
2021-03-31 $6.1M 48k 128.21
2020-12-31 $6.5M 49k 132.85