iShares S&P SmallCap 600 Growth shares owned by Wealth Management Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in iShares S&P SmallCap 600 Growth
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All positions including iShares S&P SmallCap 600 Growth held by Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $225k | 1.7k | 135.37 |
2024-09-30 | $254k | 1.8k | 139.49 |
2024-06-30 | $234k | 1.8k | 128.43 |
2024-03-31 | $238k | 1.8k | 130.73 |
2023-12-31 | $313k | 2.5k | 125.14 |
2023-09-30 | $274k | 2.5k | 109.68 |
2023-06-30 | $287k | 2.5k | 114.93 |
2023-03-31 | $275k | 2.5k | 109.94 |
2022-12-31 | $320k | 3.0k | 107.96 |
2022-09-30 | $301k | 3.0k | 101.55 |
2022-06-30 | $312k | 3.0k | 105.26 |
2022-03-31 | $371k | 3.0k | 125.17 |
2021-12-31 | $414k | 3.0k | 138.83 |
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