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

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

Historical chart of Stone 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 Stone 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 Stone Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.7M 26k 141.16

More positions owned by Stone Wealth Partners

Spdr Series Trust State Street Spd (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Rus Md Cp Gr Etf (IWP)
First Tr Exchange-traded First Tr Enh New (FTSM)
Spdr Series Trust State Street Spd (BIL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Apple (AAPL)

View all positions for Stone Wealth Partners

Top funds holding iShares S&P SmallCap 600 Growth

FMR
Wells Fargo & Company
UBS Group
LPL Financial
Pnc Financial Services
Brown Advisory Holdings Incorporated
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Commonwealth Equity Services
Raymond James Financial
Jpmorgan Chase & Co
HighTower Advisors
Ameriprise Financial
HPM Partners
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Growth