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

Element Wealth’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	-1,395	Closed	-$182K	–	292
2024 Q1	$182K	Hold	1,395	–	–	0.11%	142
2023 Q4	$175K	Hold	1,395	–	–	0.11%	137
2023 Q3	$153K	Hold	1,395	–	–	0.11%	132
2023 Q2	$160K	Hold	1,395	–	–	0.11%	135
2023 Q1	$153K	Hold	1,395	–	–	0.11%	126
2022 Q4	$151K	Buy	+1,395	New	+$153K	0.12%	120

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Element Wealth's IJT Position: Q2 2024 in Review

Element Wealth sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2024, closing a stake of 1,395 shares — an estimated $182K sold.

Element Wealth first reported a position in IJT in Q4 2022 and held it in 6 quarters. The position peaked at $182K in Q1 2024. 685 funds tracked by Wall St. Rank hold IJT as of Q2 2024.

Element Wealth reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2024 after selling out during the quarter.
Element Wealth sold 1,395 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2024, an estimated $182K.
Element Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and held it in 6 quarters.
Element Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $182K in Q1 2024.
685 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2024.

Based on Element Wealth's 13F filing for Q2 2024, filed 8 Aug 2024.