Better Money Decisions’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Better Money Decisions’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 Q2	–	Sell	-2,491	Closed	-$326K	–	67
2024 Q1	$326K	Buy	+2,491	New	+$311K	0.26%	49
2022 Q3	–	Sell	-465	Closed	-$49K	–	229
2022 Q2	$49K	Buy	+465	New	+$52.7K	0.04%	145
2021 Q4	–	Sell	-1,140	Closed	-$148K	–	304
2021 Q3	$148K	Buy	1,140 +3	+0.3%	+$395	0.12%	86
2021 Q2	$151K	Buy	1,137 +2	+0.2%	+$260	0.14%	82
2021 Q1	$146K	Buy	+1,135	New	+$144K	0.15%	71

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

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

Better Money Decisions's IJT Position: Q2 2024 in Review

Better Money Decisions sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2024, closing a stake of 2,491 shares — an estimated $326K sold.

Better Money Decisions first reported a position in IJT in Q1 2021 and held it in 5 quarters. The position peaked at $326K in Q1 2024. 686 funds tracked by Wall St. Rank hold IJT as of Q2 2024.

Better Money Decisions reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2024 after selling out during the quarter.
Better Money Decisions sold 2,491 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2024, an estimated $326K.
Better Money Decisions first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2021 and held it in 5 quarters.
Better Money Decisions's iShares S&P Small-Cap 600 Growth ETF position peaked at $326K in Q1 2024.
686 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2024.

Based on Better Money Decisions's 13F filing for Q2 2024, filed 24 Jul 2024.