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iShares S&P SmallCap 600 Growth shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies 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 Summit Financial Strategies 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 Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $284k 2.0k 139.49
2024-06-30 $244k 1.9k 128.43
2024-03-31 $254k 1.9k 130.73
2023-09-30 $209k 1.9k 109.68
2023-06-30 $220k 1.9k 114.93
2023-03-31 $211k 1.9k 109.94
2022-12-31 $206k 1.9k 108.07
2022-09-30 $206k 2.0k 101.83
2022-06-30 $291k 2.8k 105.36
2022-03-31 $220k 1.8k 125.07