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iShares S&P SmallCap 600 Growth shares owned by Synergy Financial Management

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

Historical chart of Synergy Financial Management 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 Synergy Financial Management 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 Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $667k 4.7k 141.50
2025-06-30 $209k 1.6k 133.04
2024-12-31 $426k 3.1k 135.58
2024-09-30 $219k 1.6k 139.49
2024-06-30 $202k 1.6k 128.43
2024-03-31 $205k 1.6k 130.73

More positions owned by Synergy Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Apple (AAPL)
Coca-Cola Company (KO)
Citizens Financial (CFG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Boston Scientific Corporation (BSX)
Corcept Therapeutics Incorporated (CORT)
Eli Lilly & Co. (LLY)

View all positions for Synergy Financial Management

Top funds holding iShares S&P SmallCap 600 Growth

Morgan Stanley
FMR
Wells Fargo & Company
UBS Group
LPL Financial
Pnc Financial Services
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Brown Advisory Holdings Incorporated
Commonwealth Equity Services
Raymond James Financial
Jpmorgan Chase & Co
HighTower Advisors
Ameriprise Financial
Envestnet Asset Management

View all funds holding iShares S&P SmallCap 600 Growth