49 Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

49 Wealth Management’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,129	Closed	-$272K	–	188
2024 Q2	$272K	Sell	2,129 -186	-8%	-$23.8K	0.05%	119
2024 Q1	$300K	Buy	2,315 +35	+2%	+$4.37K	0.06%	87
2023 Q4	$285K	Buy	+2,280	New	+$256K	0.07%	85

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

49 Wealth Management's IJT Position: Q3 2024 in Review

49 Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2024, closing a stake of 2,129 shares — an estimated $272K sold.

49 Wealth Management first reported a position in IJT in Q4 2023 and held it in 3 quarters. The position peaked at $300K in Q1 2024. 703 funds tracked by Wall St. Rank hold IJT as of Q3 2024.

49 Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2024 after selling out during the quarter.
49 Wealth Management sold 2,129 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2024, an estimated $272K.
49 Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and held it in 3 quarters.
49 Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $300K in Q1 2024.
703 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2024.

Based on 49 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.