iShares S&P SmallCap 600 Growth shares owned by Sterling Financial Planning
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Sterling Financial Planning
from 13F filings
Historical chart of Sterling Financial Planning investment in iShares S&P SmallCap 600 Growth
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Quarterly reported holdings in iShares S&P SmallCap 600 Growth by Sterling Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $14M | 108k | 125.14 |
| 2023-09-30 | $12M | 105k | 109.68 |
| 2023-06-30 | $12M | 104k | 114.93 |
| 2023-03-31 | $10M | 93k | 109.94 |
| 2022-12-31 | $9.4M | 87k | 108.07 |
| 2022-09-30 | $8.5M | 83k | 101.67 |
| 2022-06-30 | $8.1M | 77k | 105.32 |
| 2022-03-31 | $9.1M | 73k | 125.10 |
| 2021-12-31 | $9.6M | 69k | 138.81 |
| 2021-09-30 | $8.9M | 69k | 130.04 |
| 2021-06-30 | $9.0M | 68k | 132.63 |
| 2021-03-31 | $8.5M | 67k | 128.24 |
| 2020-12-31 | $7.4M | 65k | 114.18 |
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