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

Castle 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
2022
Q4 		– Sell
-190
Closed -$19K – 352
2022
Q3 		$19K Hold
190
– – 0.01% 335
2022
Q2 		$20K Buy
+190
New +$21.5K 0.01% 312

Other funds holding IJT

CSA
Cottage Street Advisors Marion, Massachusetts $231M AUM 24.51% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Castle Wealth Management's IJT Position: Q4 2022 in Review

Castle Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2022, closing a stake of 190 shares — an estimated $19K sold.

Castle Wealth Management first reported a position in IJT in Q2 2022 and held it in 2 quarters. The position peaked at $20K in Q2 2022. 641 funds tracked by Wall St. Rank hold IJT as of Q4 2022.

  • Castle Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 190 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2022, an estimated $19K.
  • Castle Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $20K in Q2 2022.
  • 641 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.