TruWealth Advisors »

iShares S&P SmallCap 600 Growth shares owned by TruWealth Advisors

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

Historical chart of TruWealth Advisors 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 TruWealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Growth by TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $469k 3.6k 130.73
2022-12-31 $2.6M 24k 108.07
2022-09-30 $2.3M 22k 101.66
2022-06-30 $2.2M 21k 105.32
2022-03-31 $2.3M 18k 125.09
2021-12-31 $2.1M 15k 138.81
2021-09-30 $1.9M 14k 130.07
2021-06-30 $1.8M 13k 132.65
2021-03-31 $1.7M 13k 128.26
2020-12-31 $964k 8.4k 114.14