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
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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 |
|---|---|---|---|
| 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 |
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