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iShares S&P SmallCap 600 Growth shares owned by Transcend Wealth Collective

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

Historical chart of Transcend Wealth Collective 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 Transcend Wealth Collective 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 Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 8.0k 139.50
2024-06-30 $283k 2.2k 128.42
2022-09-30 $219k 2.2k 101.81

More positions owned by Transcend Wealth Collective

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Blue Owl Capital Corporation Cef (OBDC)
Merck & Co Stock (MRK)
Blue Owl Capital Inc Com Cl A Stock (OWL)
Fs Kkr Cap Corp Cef (FSK)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Chase & Co Stock (JPM)
Blue Owl Cap Corp Iii Stock (OBDE)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr S&p 500 Etf Trust Etf (SPY)
International Business Machs Stock (IBM)

View all positions for Transcend Wealth Collective

Top funds holding iShares S&P SmallCap 600 Growth

Dynasty Wealth Management
Bank of America Corporation
FMR
Wells Fargo & Company
UBS Group
Pnc Financial Services
LPL Financial
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Ameriprise Financial
Commonwealth Equity Services
Glenmede Trust Company
Royal Bank of Canada
Jpmorgan Chase & Co
One Capital Management

View all funds holding iShares S&P SmallCap 600 Growth