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Core Wealth Advisors (Florida)’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Core Wealth Advisors (Florida)’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
-150
Closed -$19.6K – 136
2024
Q1 		$19.6K Hold
150
– – 0.01% 148
2023
Q4 		$18.8K Hold
150
– – 0.01% 143
2023
Q3 		$16.5K Buy
+150
New +$17.3K 0.01% 124

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

Core Wealth Advisors (Florida)'s IJT Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2024, closing a stake of 150 shares — an estimated $19.6K sold.

Core Wealth Advisors (Florida) first reported a position in IJT in Q3 2023 and held it in 3 quarters. The position peaked at $19.6K in Q1 2024. 686 funds tracked by Wall St. Rank hold IJT as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 150 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2024, an estimated $19.6K.
  • Core Wealth Advisors (Florida) first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2023 and held it in 3 quarters.
  • Core Wealth Advisors (Florida)'s iShares S&P Small-Cap 600 Growth ETF position peaked at $19.6K in Q1 2024.
  • 686 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.