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

ETFidea’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	$8.41M	Sell	60,270 -223	-0.4%	-$30.1K	2.66%	13
2024 Q2	$7.77M	Buy	60,493 +788	+1%	+$101K	2.63%	14
2024 Q1	$7.81M	Buy	59,705 +520	+0.9%	+$64.9K	2.66%	13
2023 Q4	$7.41M	Buy	59,185 +1,189	+2%	+$133K	2.78%	12
2023 Q3	$6.36M	Buy	57,996 +696	+1%	+$80.3K	2.7%	11
2023 Q2	$6.59M	Sell	57,300 -659	-1%	-$72K	2.69%	11
2023 Q1	$6.37M	Buy	57,959 +90	+0.2%	+$10.1K	2.78%	11
2022 Q4	$6.25M	Buy	57,869 +166	+0.3%	+$18.3K	2.89%	11
2022 Q3	$5.87M	Sell	57,703 -4,824	-8%	-$542K	3.02%	10
2022 Q2	$6.59M	Buy	62,527 +11,147	+22%	+$1.26M	3.29%	9
2022 Q1	$6.43M	Sell	51,380 -9,257	-15%	-$1.17M	2.77%	12
2021 Q4	$8.42M	Buy	+60,637	New	+$8.25M	3.38%	10

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

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

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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

ETFidea's IJT Position: Q3 2024 in Review

ETFidea reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.37% in Q3 2024, selling an estimated $30.1K and leaving 60,270 shares worth $8.41M. The position accounts for 2.66% of the portfolio, ranked #13.

ETFidea first reported a position in IJT in Q4 2021 and has held it in 12 quarters since. The position peaked at $8.42M in Q4 2021. 703 funds tracked by Wall St. Rank hold IJT as of Q3 2024.

ETFidea held 60,270 shares of iShares S&P Small-Cap 600 Growth ETF worth $8.41M as of Q3 2024.
ETFidea sold 223 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2024, an estimated $30.1K.
iShares S&P Small-Cap 600 Growth ETF made up 2.66% of ETFidea's portfolio in Q3 2024, its #13 holding.
ETFidea first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 12 quarters since.
ETFidea's iShares S&P Small-Cap 600 Growth ETF position peaked at $8.42M in Q4 2021.
703 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2024.

Based on ETFidea's 13F filing for Q3 2024, filed 8 Nov 2024.