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iShares S&P SmallCap 600 Growth shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Wealth Group Llc / Co 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 Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $224k 1.3k 178.60

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Qim Us Large Cap (SEIM)
Sei Exchange Traded Funds Qim Us Large Val (SEIV)
Sei Exchange Traded Funds Sele Intl Eq Etf (SEIE)
Sei Exchange Traded Funds Qim Us Lrg Cap Q (SEIQ)
Sei Exchange Traded Funds Sele Smal Ca Etf (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us High Prof Etf (DUHP)

View all positions for Summit Wealth Group Llc / Co

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