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iShares S&P SmallCap 600 Growth shares owned by Concentric Wealth Management

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

Historical chart of Concentric Wealth Management 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 Concentric Wealth Management 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 Concentric Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $403k 3.1k 130.73
2023-12-31 $385k 3.1k 125.14
2023-09-30 $338k 3.1k 109.68

More positions owned by Concentric Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Alphabet Inc Class A cs (GOOGL)
Ishares Inc core msci emkt (IEMG)
Apple (AAPL)
Visa (V)
JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
Abbvie (ABBV)
Procter & Gamble Company (PG)
Johnson & Johnson (JNJ)
iShares Barclays Inter Crd Bd Fund ETF) (IGIB)
Vanguard Intermediate-Term Bond ETF (BIV)
Amgen (AMGN)

View all positions for Concentric Wealth Management

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
M^T Bank Corporation
Ameriprise Financial
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Glenmede Trust Company
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management

View all funds holding iShares S&P SmallCap 600 Growth