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

Cabot Wealth 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
Q2 		– Sell
-1,589
Closed -$208K – 137
2024
Q1 		$208K Buy
+1,589
New +$198K 0.03% 139
2023
Q2 		– Sell
-1,974
Closed -$217K – 145
2023
Q1 		$217K Sell
1,974
-106
-5% -$12K 0.03% 133
2022
Q4 		$225K Sell
2,080
-10
-0.5% -$1.1K 0.04% 136
2022
Q3 		$212K Sell
2,090
-83
-4% -$9.32K 0.04% 145
2022
Q2 		$229K Buy
2,173
+327
+18% +$37.1K 0.04% 143
2022
Q1 		$231K Buy
+1,846
New +$233K 0.03% 149
2018
Q1 		– Sell
-3,362
Closed -$286K – 131
2017
Q4 		$286K Sell
3,362
-10
-0.3% -$836 0.06% 116
2017
Q3 		$277K Sell
3,372
-5,238
-61% -$408K 0.06% 116
2017
Q2 		$671K Sell
8,610
-190
-2% -$14.6K 0.16% 91
2017
Q1 		$674K Sell
8,800
-1,440
-14% -$109K 0.17% 90
2016
Q4 		$768K Sell
10,240
-1,116
-10% -$78.7K 0.21% 95
2016
Q3 		$779K Sell
11,356
-1,348
-11% -$91K 0.2% 95
2016
Q2 		$816K Sell
12,704
-1,618
-11% -$102K 0.21% 94
2016
Q1 		$889K Sell
14,322
-1,776
-11% -$103K 0.25% 84
2015
Q4 		$1M Buy
16,098
+110
+0.7% +$6.98K 0.26% 95
2015
Q3 		$960K Sell
15,988
-1,520
-9% -$97.2K 0.27% 88
2015
Q2 		$1.15M Sell
17,508
-94
-0.5% -$6.13K 0.28% 89
2015
Q1 		$1.15M Sell
17,602
-156
-0.9% -$9.78K 0.28% 92
2014
Q4 		$1.09M Sell
17,758
-160
-0.9% -$9.38K 0.27% 94
2014
Q3 		$1.01M Sell
17,918
-1,752
-9% -$102K 0.26% 98
2014
Q2 		$1.19M Sell
19,670
-196
-1% -$11.4K 0.3% 92
2014
Q1 		$1.18M Buy
19,866
+2,998
+18% +$176K 0.31% 97
2013
Q4 		$1M Buy
16,868
+808
+5% +$46K 0.26% 113
2013
Q3 		$870K Sell
16,060
-238
-1% -$12.4K 0.26% 114
2013
Q2 		$789K Buy
+16,298
New +$776K 0.27% 116

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

Cabot Wealth Management's IJT Position: Q2 2024 in Review

Cabot Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2024, closing a stake of 1,589 shares — an estimated $208K sold.

Cabot Wealth Management first reported a position in IJT in Q2 2013 and held it in 25 quarters. The position peaked at $1.19M in Q2 2014. 685 funds tracked by Wall St. Rank hold IJT as of Q2 2024.

  • Cabot Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Cabot Wealth Management sold 1,589 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2024, an estimated $208K.
  • Cabot Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and held it in 25 quarters.
  • Cabot Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.19M in Q2 2014.
  • 685 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2024.

Based on Cabot Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.