iShares S&P SmallCap 600 Growth shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial 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 Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P SmallCap 600 Growth by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $594k | 4.4k | 135.36 |
| 2024-09-30 | $553k | 4.0k | 139.48 |
| 2024-06-30 | $445k | 3.5k | 128.42 |
| 2024-03-31 | $452k | 3.5k | 130.74 |
| 2023-09-30 | $374k | 3.4k | 109.66 |
| 2023-06-30 | $392k | 3.4k | 114.91 |
| 2023-03-31 | $374k | 3.4k | 109.96 |
| 2022-12-31 | $367k | 3.4k | 108.08 |
| 2022-09-30 | $344k | 3.4k | 101.75 |
| 2022-06-30 | $355k | 3.4k | 105.37 |
| 2022-03-31 | $421k | 3.4k | 124.96 |
| 2021-12-31 | $467k | 3.4k | 138.86 |
| 2021-09-30 | $437k | 3.4k | 130.14 |
| 2021-06-30 | $444k | 3.3k | 132.62 |
| 2021-03-31 | $414k | 3.0k | 137.77 |
| 2020-12-31 | $647k | 5.7k | 114.23 |
| 2020-09-30 | $532k | 3.0k | 176.28 |
| 2020-06-30 | $511k | 3.0k | 169.71 |
| 2020-03-31 | $414k | 3.0k | 137.77 |
More positions owned by Wellspring Financial Advisors
View all positions for Wellspring Financial Advisors
Top funds holding iShares S&P SmallCap 600 Growth
View all funds holding iShares S&P SmallCap 600 Growth