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

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

Historical chart of Warner 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 Warner 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 Warner Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $317k 2.2k 141.39
2025-06-30 $298k 2.2k 133.04
2025-03-31 $279k 2.2k 124.66
2024-12-31 $303k 2.2k 135.51
2024-09-30 $312k 2.2k 139.66
2024-06-30 $287k 2.2k 128.64
2024-03-31 $291k 2.2k 130.79

More positions owned by Warner Financial

Vanguard Large Cap Value Index ETF Etf (VTV)
Vanguard Large Cap Growth Index ETF Etf (VUG)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Schwab US Large Cap Growth ETF Etf (SCHG)
Invesco QQQ ETF Etf (QQQ)
Vanguard Mid Cap Index ETF Etf (VO)
Vanguard Dividend Appreciation Index ETF Etf (VIG)
Vanguard S&P 500 ETF Etf (VOO)
Schwab International Equity ETF Etf (SCHF)
Vanguard Total International Stock ETF Etf (VXUS)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
iShares Edge MSCI USA Quality Factor ETF Etf (QUAL)
Vanguard Small Cap Index ETF Etf (VB)
Schwab US Large Cap Value ETF Etf (SCHV)
Financial Select Sector SPDR Fund Etf (XLF)

View all positions for Warner Financial

Top funds holding iShares S&P SmallCap 600 Growth

Morgan Stanley
FMR
Wells Fargo & Company
UBS Group
LPL Financial
Pnc Financial Services
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Brown Advisory Holdings Incorporated
Commonwealth Equity Services
Raymond James Financial
Jpmorgan Chase & Co
HighTower Advisors
Ameriprise Financial
Envestnet Asset Management

View all funds holding iShares S&P SmallCap 600 Growth