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

Empirical 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 Q3	–	Sell	-2,035	Closed	-$261K	–	591
2024 Q2	$261K	Buy	+2,035	New	+$260K	0.01%	479
2018 Q4	–	Sell	-3,020	Closed	-$305K	–	214
2018 Q3	$305K	Hold	3,020	–	–	0.05%	166
2018 Q2	$285K	Hold	3,020	–	–	0.05%	155
2018 Q1	$263K	Buy	+3,020	New	+$263K	0.05%	144

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 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

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

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

Empirical Wealth Management's IJT Position: Q3 2024 in Review

Empirical Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2024, closing a stake of 2,035 shares — an estimated $261K sold.

Empirical Wealth Management first reported a position in IJT in Q1 2018 and held it in 4 quarters. The position peaked at $305K in Q3 2018. 703 funds tracked by Wall St. Rank hold IJT as of Q3 2024.

Empirical Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2024 after selling out during the quarter.
Empirical Wealth Management sold 2,035 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2024, an estimated $261K.
Empirical Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2018 and held it in 4 quarters.
Empirical Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $305K in Q3 2018.
703 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2024.

Based on Empirical Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.