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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

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Quarterly reported holdings in iShares S&P SmallCap 600 Growth by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
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