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

Buckingham Strategic Wealth’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 		$336K Sell
2,613
-1,234
-32% -$158K ﹤0.01% 572
2024
Q1 		$503K Sell
3,847
-171
-4% -$21.3K 0.01% 457
2023
Q4 		$503K Sell
4,018
-1,210
-23% -$136K 0.01% 443
2023
Q3 		$573K Sell
5,228
-163
-3% -$18.8K 0.01% 392
2023
Q2 		$620K Buy
5,391
+333
+7% +$36.4K 0.01% 378
2023
Q1 		$547K Hold
5,058
– – 0.01% 361
2022
Q4 		$547K Sell
5,058
-245
-5% -$26.9K 0.01% 363
2022
Q3 		$539K Sell
5,303
-37
-0.7% -$4.15K 0.01% 350
2022
Q2 		$562K Buy
5,340
+734
+16% +$83.2K 0.01% 348
2022
Q1 		$576K Sell
4,606
-1,878
-29% -$237K 0.01% 340
2021
Q4 		$900K Buy
6,484
+1,234
+24% +$168K 0.02% 268
2021
Q3 		$683K Sell
5,250
-1,062
-17% -$140K 0.01% 303
2021
Q2 		$837K Buy
6,312
+2,222
+54% +$289K 0.02% 266
2021
Q1 		$524K Sell
4,090
-2,159
-35% -$274K 0.03% 319
2020
Q4 		$714K Buy
6,249
+3,043
+95% +$310K 0.04% 258
2020
Q3 		$283K Buy
+3,206
New +$287K 0.02% 378
2020
Q2 		– Sell
-3,792
Closed -$261K – 439
2020
Q1 		$261K Buy
3,792
+576
+18% +$50.8K 0.03% 370
2019
Q4 		$311K Buy
3,216
+44
+1% +$4.06K 0.03% 354
2019
Q3 		$283K Buy
3,172
+60
+2% +$5.42K 0.03% 333
2019
Q2 		$284K Hold
3,112
– – 0.03% 354
2019
Q1 		$278K Sell
3,112
-66
-2% -$5.83K 0.04% 328
2018
Q4 		$256K Buy
3,178
+418
+15% +$37.2K 0.04% 289
2018
Q3 		$278K Sell
2,760
-822
-23% -$82.6K 0.04% 282
2018
Q2 		$338K Buy
3,582
+22
+0.6% +$2.02K 0.05% 248
2018
Q1 		$310K Sell
3,560
-1,110
-24% -$96.7K 0.06% 236
2017
Q4 		$397K Buy
+4,670
New +$391K 0.08% 193

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Buckingham Strategic Wealth's IJT Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 32% in Q2 2024, selling an estimated $158K and leaving 2,613 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Buckingham Strategic Wealth first reported a position in IJT in Q4 2017 and has held it in 26 quarters since. The position peaked at $900K in Q4 2021. 685 funds tracked by Wall St. Rank hold IJT as of Q2 2024.

  • Buckingham Strategic Wealth held 2,613 shares of iShares S&P Small-Cap 600 Growth ETF worth $336K as of Q2 2024.
  • Buckingham Strategic Wealth sold 1,234 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2024, an estimated $158K.
  • iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #572 holding.
  • Buckingham Strategic Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and has held it in 26 quarters since.
  • Buckingham Strategic Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $900K in Q4 2021.
  • 685 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.