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iShares S&P SmallCap 600 Growth shares owned by Windsor Advisory Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Windsor Advisory Group from 13F filings

Historical chart of Windsor Advisory Group 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 Windsor Advisory Group 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 Windsor Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $144k 1.1k 130.73
2023-12-31 $138k 1.1k 125.14
2023-09-30 $121k 1.1k 109.68
2023-06-30 $127k 1.1k 114.93
2023-03-31 $121k 1.1k 109.94
2022-12-31 $119k 1.1k 108.07

More positions owned by Windsor Advisory Group

Paychex (PAYX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Enterprise Products Partners (EPD)
Walt Disney Company (DIS)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Greif Cl A (GEF)
Select Sector Spdr Tr Energy (XLE)
Huntington Bancshares Incorporated (HBAN)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Linde SHS (LIN)
Kroger (KR)
Installed Bldg Prods (IBP)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Windsor Advisory Group

Top funds holding iShares S&P SmallCap 600 Growth

Dynasty Wealth Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
LPL Financial
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Commonwealth Equity Services
Glenmede Trust Company
Royal Bank of Canada
Jpmorgan Chase & Co
One Capital Management
HighTower Advisors
Envestnet Asset Management

View all funds holding iShares S&P SmallCap 600 Growth