BWP
IJT icon

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

Baldwin Wealth Partners’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
Q4 		– Sell
-80
Closed -$11.2K – 616
2024
Q3 		$11.2K Sell
80
-40
-33% -$5.39K ﹤0.01% 778
2024
Q2 		$15.4K Hold
120
– – ﹤0.01% 500
2024
Q1 		$15.7K Sell
120
-686
-85% -$85.6K ﹤0.01% 516
2023
Q4 		$101K Sell
806
-36
-4% -$4.04K 0.01% 276
2023
Q3 		$92.4K Sell
842
-20
-2% -$2.31K 0.01% 305
2023
Q2 		$99.1K Hold
862
– – 0.01% 325
2023
Q1 		$94.8K Sell
862
-36
-4% -$4.06K 0.01% 329
2022
Q4 		$97K Sell
898
-5
-0.6% -$550 0.01% 321
2022
Q3 		$92K Sell
903
-96
-10% -$10.8K 0.01% 254
2022
Q2 		$105K Buy
999
+96
+11% +$10.9K 0.01% 251
2022
Q1 		$113K Buy
903
+80
+10% +$10.1K 0.01% 259
2021
Q4 		$114K Hold
823
– – 0.01% 246
2021
Q3 		$107K Buy
823
+360
+78% +$47.5K 0.01% 251
2021
Q2 		$61K Buy
463
+325
+236% +$42.3K 0.01% 333
2021
Q1 		$18K Buy
138
+58
+73% +$7.37K ﹤0.01% 467
2020
Q4 		$9K Hold
80
– – ﹤0.01% 462
2020
Q3 		$7K Hold
80
– – ﹤0.01% 451
2020
Q2 		$7K Hold
80
– – ﹤0.01% 452
2020
Q1 		$6K Sell
80
-350
-81% -$30.9K ﹤0.01% 461
2019
Q4 		$42K Buy
430
+200
+87% +$18.5K 0.01% 338
2019
Q3 		$21K Hold
230
– – ﹤0.01% 403
2019
Q2 		$21K Hold
230
– – ﹤0.01% 394
2019
Q1 		$21K Hold
230
– – ﹤0.01% 394
2018
Q4 		$19K Hold
230
– – ﹤0.01% 391
2018
Q3 		$23K Hold
230
– – ﹤0.01% 392
2018
Q2 		$22K Hold
230
– – ﹤0.01% 394
2018
Q1 		$20K Buy
230
+190
+475% +$16.6K ﹤0.01% 380
2017
Q4 		$3K Buy
+40
New +$3.35K ﹤0.01% 452

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Baldwin Wealth Partners's IJT Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2024, closing a stake of 80 shares — an estimated $11.2K sold.

Baldwin Wealth Partners first reported a position in IJT in Q4 2017 and held it in 28 quarters. The position peaked at $114K in Q4 2021. 754 funds tracked by Wall St. Rank hold IJT as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 80 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2024, an estimated $11.2K.
  • Baldwin Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and held it in 28 quarters.
  • Baldwin Wealth Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $114K in Q4 2021.
  • 754 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.