CSWM
IJT icon

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

Cassady Schiller 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
Q4 		$21.5K Hold
159
– – 0.01% 275
2024
Q3 		$22.2K Hold
159
– – 0.01% 264
2024
Q2 		$20.4K Hold
159
– – 0.01% 265
2024
Q1 		$20.8K Buy
+159
New +$19.8K 0.01% 285

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cassady Schiller Wealth Management's IJT Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q4 2024 at 159 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #275.

Cassady Schiller Wealth Management first reported a position in IJT in Q1 2024 and has held it in 4 quarters since. The position peaked at $22.2K in Q3 2024. 754 funds tracked by Wall St. Rank hold IJT as of Q4 2024.

  • Cassady Schiller Wealth Management held 159 shares of iShares S&P Small-Cap 600 Growth ETF worth $21.5K as of Q4 2024.
  • Cassady Schiller Wealth 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 Cassady Schiller Wealth Management's portfolio in Q4 2024, its #275 holding.
  • Cassady Schiller Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2024 and has held it in 4 quarters since.
  • Cassady Schiller Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $22.2K in Q3 2024.
  • 754 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.