Bromfield Sneider Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Bromfield Sneider 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 Q1	$236K	Hold	1,807	–	–	0.15%	45
2023 Q4	$226K	Hold	1,807	–	–	0.15%	44
2023 Q3	$198K	Hold	1,807	–	–	0.15%	42
2023 Q2	$208K	Hold	1,807	–	–	0.16%	40
2023 Q1	$199K	Hold	1,807	–	–	0.17%	39
2022 Q4	$195K	Hold	1,807	–	–	0.18%	36
2022 Q3	$184K	Hold	1,807	–	–	0.22%	35
2022 Q2	$190K	Hold	1,807	–	–	0.23%	32
2022 Q1	$226K	Hold	1,807	–	–	0.24%	28
2021 Q4	$251K	Buy	+1,807	New	+$246K	0.26%	25

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 29.2% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's IJT Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2024 at 1,807 shares worth $236K. The position accounts for 0.15% of the portfolio, ranked #45.

Bromfield Sneider Wealth Advisors first reported a position in IJT in Q4 2021 and has held it in 10 quarters since. The position peaked at $251K in Q4 2021. 680 funds tracked by Wall St. Rank hold IJT as of Q1 2024.

Bromfield Sneider Wealth Advisors held 1,807 shares of iShares S&P Small-Cap 600 Growth ETF worth $236K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2024.
iShares S&P Small-Cap 600 Growth ETF made up 0.15% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #45 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 10 quarters since.
Bromfield Sneider Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $251K in Q4 2021.
680 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.