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iShares S&P SmallCap 600 Growth shares owned by Twelve Points Wealth Management

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

Historical chart of Twelve Points Wealth 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 Twelve Points Wealth 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 Twelve Points Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $222k 1.6k 139.49
2024-06-30 $204k 1.6k 128.43
2023-06-30 $201k 1.8k 114.93
2023-03-31 $209k 1.9k 109.94
2021-12-31 $528k 3.8k 138.73

More positions owned by Twelve Points Wealth Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Asa Gold And Precious Mtls L SHS (ASA)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Doubleline Opportunistic Cr (DBL)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Vaneck Etf Trust Pharmaceutcl Etf (PPH)
Nuveen Equity Premium Income Fund (BXMX)

View all positions for Twelve Points Wealth Management

Top funds holding iShares S&P SmallCap 600 Growth

Dynasty Wealth Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
LPL Financial
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Commonwealth Equity Services
Glenmede Trust Company
Royal Bank of Canada
Jpmorgan Chase & Co
One Capital Management
HighTower Advisors
Envestnet Asset Management

View all funds holding iShares S&P SmallCap 600 Growth