DWM
IJT icon

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

Dynasty 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 		– Sell
-4,354,688
Closed -$154M – 260
2024
Q3 		$154M Buy
+4,354,688
New +$587M 4.66% 8

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

Dynasty Wealth Management's IJT Position: Q4 2024 in Review

Dynasty Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2024, closing a stake of 4,354,688 shares — an estimated $154M sold.

Dynasty Wealth Management first reported a position in IJT in Q3 2024 and held it in 1 quarter. The position peaked at $154M in Q3 2024. 753 funds tracked by Wall St. Rank hold IJT as of Q4 2024.

  • Dynasty Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Dynasty Wealth Management sold 4,354,688 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2024, an estimated $154M.
  • Dynasty Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2024 and held it in 1 quarter.
  • Dynasty Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $154M in Q3 2024.
  • 753 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2024.

Based on Dynasty Wealth Management's 13F filing for Q4 2024, filed 5 Feb 2025.