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iShares S&P SmallCap 600 Growth shares owned by Essential Planning

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

Historical chart of Essential Planning 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 Essential Planning 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 Essential Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $352k 2.8k 125.14

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Pimco Etf Tr Active Bd Etf (BOND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Eli Lilly & Co. (LLY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Mbs Etf (MBB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Covington Trust Msci Rl Est Etf (FREL)

View all positions for Essential Planning

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