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

Buck Wealth Strategies’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
2023
Q4 		– Sell
-46
Closed -$5.04K – 196
2023
Q3 		$5.04K Buy
+46
New +$5.31K ﹤0.01% 238

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Buck Wealth Strategies's IJT Position: Q4 2023 in Review

Buck Wealth Strategies sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2023, closing a stake of 46 shares — an estimated $5.04K sold.

Buck Wealth Strategies first reported a position in IJT in Q3 2023 and held it in 1 quarter. The position peaked at $5.04K in Q3 2023. 669 funds tracked by Wall St. Rank hold IJT as of Q4 2023.

  • Buck Wealth Strategies reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 46 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2023, an estimated $5.04K.
  • Buck Wealth Strategies first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's iShares S&P Small-Cap 600 Growth ETF position peaked at $5.04K in Q3 2023.
  • 669 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.