iShares S&P SmallCap 600 Growth shares owned by Total Wealth Planning
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in iShares S&P SmallCap 600 Growth
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Quarterly reported holdings in iShares S&P SmallCap 600 Growth by Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 30k | 141.50 |
| 2025-06-30 | $3.2M | 24k | 133.04 |
| 2025-03-31 | $462k | 3.7k | 124.49 |
| 2024-12-31 | $521k | 3.8k | 135.36 |
| 2024-09-30 | $570k | 4.1k | 139.48 |
| 2024-06-30 | $592k | 4.2k | 140.55 |
| 2024-03-31 | $587k | 4.5k | 130.72 |
| 2023-12-31 | $565k | 4.5k | 125.13 |
| 2023-09-30 | $490k | 4.5k | 109.67 |
| 2023-06-30 | $514k | 4.5k | 114.92 |
| 2023-03-31 | $491k | 4.5k | 109.93 |
| 2022-12-31 | $492k | 4.6k | 108.06 |
| 2022-09-30 | $505k | 5.0k | 101.69 |
| 2022-06-30 | $522k | 5.0k | 105.41 |
| 2022-03-31 | $611k | 4.9k | 125.10 |
| 2021-12-31 | $534k | 3.0k | 178.36 |
| 2021-09-30 | $561k | 4.3k | 130.01 |
| 2021-06-30 | $572k | 4.3k | 132.56 |
| 2021-03-31 | $553k | 4.3k | 128.19 |
| 2020-12-31 | $541k | 4.7k | 114.16 |
| 2020-09-30 | $425k | 2.4k | 176.20 |
| 2020-06-30 | $432k | 2.5k | 169.74 |
| 2020-03-31 | $360k | 2.6k | 137.88 |
| 2019-12-31 | $557k | 2.9k | 193.27 |
| 2019-09-30 | $524k | 2.9k | 178.23 |
| 2019-06-30 | $536k | 2.9k | 182.31 |
| 2019-03-31 | $534k | 3.0k | 178.36 |
| 2018-12-31 | $499k | 3.1k | 161.49 |
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