9258 Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

9258 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	$429K	Sell	3,078 -12	-0.4%	-$1.62K	0.06%	224
2024 Q2	$397K	Sell	3,090 -478	-13%	-$61.1K	0.06%	226
2024 Q1	$466K	Sell	3,568 -125	-3%	-$15.6K	0.07%	204
2023 Q4	$462K	Sell	3,693 -5	-0.1%	-$561	0.08%	190
2023 Q3	$406K	Hold	3,698	–	–	0.08%	202
2023 Q2	$425K	Sell	3,698 -119	-3%	-$13K	0.08%	201
2023 Q1	$420K	Sell	3,817 -599	-14%	-$67.5K	0.08%	201
2022 Q4	$477K	Sell	4,416 -43	-1%	-$4.73K	0.1%	183
2022 Q3	$453K	Sell	4,459 -522	-10%	-$58.6K	0.12%	176
2022 Q2	$525K	Sell	4,981 -134	-3%	-$15.2K	0.13%	166
2022 Q1	$640K	Buy	5,115 +1,115	+28%	+$141K	0.15%	154
2021 Q4	$555K	Buy	+4,000	New	+$545K	0.13%	176

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

9258 Wealth Management's IJT Position: Q3 2024 in Review

9258 Wealth Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.39% in Q3 2024, selling an estimated $1.62K and leaving 3,078 shares worth $429K. The position accounts for 0.06% of the portfolio, ranked #224.

9258 Wealth Management first reported a position in IJT in Q4 2021 and has held it in 12 quarters since. The position peaked at $640K in Q1 2022. 703 funds tracked by Wall St. Rank hold IJT as of Q3 2024.

9258 Wealth Management held 3,078 shares of iShares S&P Small-Cap 600 Growth ETF worth $429K as of Q3 2024.
9258 Wealth Management sold 12 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2024, an estimated $1.62K.
iShares S&P Small-Cap 600 Growth ETF made up 0.06% of 9258 Wealth Management's portfolio in Q3 2024, its #224 holding.
9258 Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 12 quarters since.
9258 Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $640K in Q1 2022.
703 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.