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iShares S&P SmallCap 600 Growth shares owned by Ullmann Financial

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

Historical chart of Ullmann Financial 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 Ullmann Financial 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 Ullmann Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 18k 139.49
2024-03-31 $2.2M 17k 130.73
2023-12-31 $2.1M 17k 125.14
2023-09-30 $1.8M 16k 109.68
2023-06-30 $1.9M 16k 114.93
2023-03-31 $1.8M 16k 109.94
2022-12-31 $1.8M 17k 108.07
2022-09-30 $1.7M 17k 101.66
2022-06-30 $1.8M 17k 105.34
2022-03-31 $2.1M 17k 125.11
2021-12-31 $2.3M 17k 138.80
2021-09-30 $2.2M 17k 130.05
2021-06-30 $2.3M 18k 132.64
2021-03-31 $2.3M 18k 128.25
2020-12-31 $2.1M 18k 114.18
2020-09-30 $1.7M 9.5k 176.44
2020-06-30 $1.7M 10k 169.77
2020-03-31 $1.6M 12k 137.81
2019-12-31 $2.2M 11k 193.33
2019-09-30 $2.2M 12k 178.39
2019-06-30 $2.3M 13k 182.48
2019-03-31 $2.2M 13k 178.49
2018-12-31 $1.9M 12k 161.34
2018-09-30 $2.7M 13k 201.71
2018-06-30 $2.5M 13k 188.91
2018-03-31 $2.2M 13k 170.01
2017-12-31 $2.9M 17k 170.10
2017-09-30 $5.2M 38k 137.11
2017-06-30 $4.2M 27k 155.94
2017-03-31 $4.1M 27k 153.08
2016-12-31 $5.3M 35k 151.41

More positions owned by Ullmann Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Us Sml Cap Eqt (SMLF)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares U S Etf Tr Blackrock Short (MEAR)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Ullmann Financial

Top funds holding iShares S&P SmallCap 600 Growth

Dynasty Wealth Management
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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