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iShares S&P SmallCap 600 Growth shares owned by Wealth Preservation Advisors

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

Historical chart of Wealth Preservation Advisors 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 Wealth Preservation Advisors 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 Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $62k 438 141.16

More positions owned by Wealth Preservation Advisors

Alphabet Inc Class Class C Common Stock (GOOG)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Amg Pantheon Fund Class 3 Closed End Mutl Fund (XPEIX)
Microsoft Corp Common Stock (MSFT)
Uber Technologies Common Stock (UBER)
Apple Common Stock (AAPL)
Peoples Bancorp Incorporated Common (PEBO)
Vanguard Value Etf Uit Exchange Traded (VTV)
Stepstone Private Venture And Growth Fund Class I Closed End Mutl Fund
Netflix Common Stock (NFLX)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Vanguard Mid Cap Value Etf Uit Exchange Traded (VOE)
Alphabet Inc Class Class A Common Stock (GOOGL)
Blue Owl Cap Corp Common Stock (OBDC)

View all positions for Wealth Preservation Advisors

Top funds holding iShares S&P SmallCap 600 Growth

FMR
Wells Fargo & Company
UBS Group
LPL Financial
Pnc Financial Services
Brown Advisory Holdings Incorporated
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Raymond James Financial
Commonwealth Equity Services
HighTower Advisors
Glenmede Trust Company
Ameriprise Financial
HPM Partners
Beaumont Financial Advisors

View all funds holding iShares S&P SmallCap 600 Growth