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iShares S&P SmallCap 600 Growth shares owned by Valley National Advisers

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

Historical chart of Valley National Advisers 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 Valley National Advisers 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 Valley National Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $240k 1.8k 134.83
2024-09-30 $248k 1.8k 139.33
2024-06-30 $228k 1.8k 128.09
2024-03-31 $232k 1.8k 130.34
2023-12-31 $222k 1.8k 124.72
2023-09-30 $195k 1.8k 109.55
2023-06-30 $205k 1.8k 115.17
2023-03-31 $193k 1.8k 108.43
2022-12-31 $199k 1.8k 111.80
2022-09-30 $190k 1.8k 106.74
2022-06-30 $193k 1.8k 108.43
2022-03-31 $223k 1.8k 125.28
2021-12-31 $247k 1.8k 138.76
2021-09-30 $231k 1.8k 129.78
2021-06-30 $236k 1.8k 132.58
2021-03-31 $228k 1.8k 128.09
2020-12-31 $203k 1.8k 114.04
2020-09-30 $157k 890 176.40
2020-06-30 $151k 890 169.66
2020-03-31 $123k 890 138.20
2019-12-31 $172k 890 193.26
2019-09-30 $159k 890 178.65
2019-06-30 $162k 890 182.02
2019-03-31 $159k 890 178.65
2018-12-31 $144k 890 161.80
2018-09-30 $180k 890 202.25
2018-06-30 $168k 890 188.76
2018-03-31 $155k 890 174.16
2017-12-31 $151k 890 169.66
2017-09-30 $146k 890 164.04
2017-06-30 $139k 890 156.18
2017-03-31 $136k 890 152.81
2016-12-31 $134k 890 150.56
2016-09-30 $122k 890 137.08
2016-06-30 $114k 890 128.09
2016-03-31 $111k 890 124.72
2015-12-31 $113k 905 124.86
2015-09-30 $109k 905 120.44
2015-06-30 $119k 905 131.49
2015-03-31 $118k 905 130.39
2014-12-31 $106k 890 119.10

More positions owned by Valley National Advisers

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Msci Usa Quality (GARP)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)
Lockheed Martin Corporation (LMT)
Ishares Tr Core Total Usd (IUSB)

View all positions for Valley National Advisers

Top funds holding iShares S&P SmallCap 600 Growth

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

View all funds holding iShares S&P SmallCap 600 Growth