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Blake Schutter Theil Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Blake Schutter Theil Wealth Advisors’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
-2,650
Closed -$370K – 137
2024
Q3 		$370K Buy
+2,650
New +$357K 0.27% 107

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's IJT Position: Q4 2024 in Review

Blake Schutter Theil Wealth Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2024, closing a stake of 2,650 shares — an estimated $370K sold.

Blake Schutter Theil Wealth Advisors first reported a position in IJT in Q3 2024 and held it in 1 quarter. The position peaked at $370K in Q3 2024. 752 funds tracked by Wall St. Rank hold IJT as of Q4 2024.

  • Blake Schutter Theil Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Blake Schutter Theil Wealth Advisors sold 2,650 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2024, an estimated $370K.
  • Blake Schutter Theil Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2024 and held it in 1 quarter.
  • Blake Schutter Theil Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $370K in Q3 2024.
  • 752 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2024.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.