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iShares S&P SmallCap 600 Growth shares owned by West Coast Financial

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

Historical chart of West Coast 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 West Coast 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 West Coast Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $291k 2.2k 135.37
2024-09-30 $300k 2.2k 139.49
2024-06-30 $276k 2.2k 128.43
2024-03-31 $281k 2.2k 130.73
2023-12-31 $269k 2.2k 125.14
2023-09-30 $236k 2.2k 109.68
2023-06-30 $247k 2.2k 114.93
2023-03-31 $240k 2.2k 109.94
2022-12-31 $236k 2.2k 108.07
2022-09-30 $219k 2.2k 101.77
2022-06-30 $227k 2.2k 105.48
2022-03-31 $269k 2.2k 125.00
2021-12-31 $299k 2.2k 138.94
2021-09-30 $280k 2.2k 130.11
2021-06-30 $285k 2.2k 132.43
2021-03-31 $351k 2.7k 128.15
2020-12-31 $315k 2.8k 114.17
2020-09-30 $250k 1.4k 176.43
2020-06-30 $241k 1.4k 170.08
2019-12-31 $299k 1.5k 193.15
2019-09-30 $276k 1.5k 178.29
2019-06-30 $282k 1.5k 182.17
2019-03-31 $276k 1.5k 178.29
2018-12-31 $250k 1.5k 161.50
2018-09-30 $466k 2.3k 201.82
2018-06-30 $435k 2.3k 189.05
2018-03-31 $407k 2.3k 173.93
2017-12-31 $206k 1.2k 170.25
2017-09-30 $344k 2.1k 164.44
2017-03-31 $243k 1.6k 152.93
2016-12-31 $244k 1.6k 150.06
2016-09-30 $233k 1.7k 136.98
2016-06-30 $224k 1.7k 128.66
2016-03-31 $219k 1.8k 124.29
2015-12-31 $219k 1.8k 124.29
2015-09-30 $284k 2.4k 120.24
2015-06-30 $317k 2.4k 130.83
2015-03-31 $244k 1.9k 129.93
2014-12-31 $334k 2.7k 122.57
2014-09-30 $307k 2.7k 112.66

More positions owned by West Coast Financial

Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Apple (AAPL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Mbs Etf (MBB)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Mastercard Incorporated Cl A (MA)
Amphenol Corp Cl A (APH)
Marsh & McLennan Companies (MMC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Waste Management (WM)
Snap-on Incorporated (SNA)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for West Coast Financial

Top funds holding iShares S&P SmallCap 600 Growth

Morgan Stanley
Bank of America Corporation
FMR
Wells Fargo & Company
UBS Group
Pnc Financial Services
LPL Financial
Northwestern Mutual Wealth Management Company
Ameriprise Financial
Commonwealth Equity Services
M^T Bank Corporation
Jpmorgan Chase & Co
Royal Bank of Canada
Raymond James Financial
Glenmede Trust Company

View all funds holding iShares S&P SmallCap 600 Growth