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

Boston Financial 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 Q4	$473K	Hold	3,496	–	–	0.01%	247
2024 Q3	$488K	Hold	3,496	–	–	0.01%	242
2024 Q2	$449K	Hold	3,496	–	–	0.01%	247
2024 Q1	$457K	Sell	3,496 -110	-3%	-$13.7K	0.01%	257
2023 Q4	$451K	Hold	3,606	–	–	0.02%	250
2023 Q3	$396K	Hold	3,606	–	–	0.01%	246
2023 Q2	$414K	Hold	3,606	–	–	0.02%	248
2023 Q1	$396K	Hold	3,606	–	–	0.02%	247
2022 Q4	$390K	Hold	3,606	–	–	0.02%	248
2022 Q3	$367K	Buy	3,606 +106	+3%	+$11.9K	0.02%	240
2022 Q2	$369K	Sell	3,500 -100	-3%	-$11.3K	0.02%	231
2022 Q1	$450K	Sell	3,600 -100	-3%	-$12.6K	0.02%	213
2021 Q4	$514K	Hold	3,700	–	–	0.02%	190
2021 Q3	$481K	Hold	3,700	–	–	0.02%	189
2021 Q2	$491K	Hold	3,700	–	–	0.02%	183
2021 Q1	$474K	Sell	3,700 -180	-5%	-$22.9K	0.02%	172
2020 Q4	$443K	Sell	3,880 -130	-3%	-$13.2K	0.02%	173
2020 Q3	$354K	Buy	4,010 +680	+20%	+$60.8K	0.02%	189
2020 Q2	$283K	Hold	3,330	–	–	0.02%	205
2020 Q1	$230K	Hold	3,330	–	–	0.01%	211
2019 Q4	$322K	Hold	3,330	–	–	0.02%	204
2019 Q3	$297K	Hold	3,330	–	–	0.02%	219
2019 Q2	$304K	Hold	3,330	–	–	0.02%	221
2019 Q1	$297K	Buy	+3,330	New	+$294K	0.02%	226

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Boston Financial Management's IJT Position: Q4 2024 in Review

Boston Financial Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q4 2024 at 3,496 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #247.

Boston Financial Management first reported a position in IJT in Q1 2019 and has held it in 24 quarters since. The position peaked at $514K in Q4 2021. 752 funds tracked by Wall St. Rank hold IJT as of Q4 2024.

Boston Financial Management held 3,496 shares of iShares S&P Small-Cap 600 Growth ETF worth $473K as of Q4 2024.
Boston Financial Management left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q4 2024.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #247 holding.
Boston Financial Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2019 and has held it in 24 quarters since.
Boston Financial Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $514K in Q4 2021.
752 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.