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

DB Wealth Management Group’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
2023 Q4	$52.8K	Hold	422	–	–	0.03%	167
2023 Q3	$46.3K	Hold	422	–	–	0.03%	166
2023 Q2	$48.5K	Hold	422	–	–	0.03%	156
2023 Q1	$46.4K	Hold	422	–	–	0.03%	155
2022 Q4	$45.6K	Hold	422	–	–	0.03%	152
2022 Q3	$43K	Hold	422	–	–	0.03%	159
2022 Q2	$44K	Sell	422 -74	-15%	-$8.39K	0.03%	160
2022 Q1	$62K	Hold	496	–	–	0.04%	154
2021 Q4	$69K	Hold	496	–	–	0.04%	141
2021 Q3	$64K	Hold	496	–	–	0.04%	140
2021 Q2	$66K	Hold	496	–	–	0.04%	139
2021 Q1	$64K	Hold	496	–	–	0.04%	142
2020 Q4	$57K	Buy	+496	New	+$50.5K	0.04%	144

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DB Wealth Management Group's IJT Position: Q4 2023 in Review

DB Wealth Management Group held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q4 2023 at 422 shares worth $52.8K. The position accounts for 0.03% of the portfolio, ranked #167.

DB Wealth Management Group first reported a position in IJT in Q4 2020 and has held it in 13 quarters since. The position peaked at $69K in Q4 2021. 669 funds tracked by Wall St. Rank hold IJT as of Q4 2023.

DB Wealth Management Group held 422 shares of iShares S&P Small-Cap 600 Growth ETF worth $52.8K as of Q4 2023.
DB Wealth Management Group left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q4 2023.
iShares S&P Small-Cap 600 Growth ETF made up 0.03% of DB Wealth Management Group's portfolio in Q4 2023, its #167 holding.
DB Wealth Management Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $69K in Q4 2021.
669 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.