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

Executive 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	$378K	Buy	2,791 +182	+7%	+$25.8K	0.03%	191
2024 Q3	$364K	Buy	+2,609	New	+$352K	0.03%	203
2024 Q2	–	Sell	-1,948	Closed	-$253K	–	184
2024 Q1	$253K	Buy	+1,948	New	+$243K	0.02%	219
2019 Q3	–	Sell	-18	Closed	-$2K	–	441
2019 Q2	$2K	Hold	18	–	–	﹤0.01%	802
2019 Q1	$2K	Sell	18 -88	-83%	-$7.78K	﹤0.01%	734
2018 Q4	$9K	Buy	+106	New	+$9.44K	﹤0.01%	580

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Executive Wealth Management increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 7% in Q4 2024, buying an estimated $25.8K and bringing the position to 2,791 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #191.

Executive Wealth Management first reported a position in IJT in Q4 2018 and has held it in 6 quarters since. 752 funds tracked by Wall St. Rank hold IJT as of Q4 2024.

Executive Wealth Management held 2,791 shares of iShares S&P Small-Cap 600 Growth ETF worth $378K as of Q4 2024.
Executive Wealth Management bought 182 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2024, an estimated $25.8K.
iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Executive Wealth Management's portfolio in Q4 2024, its #191 holding.
Executive Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and has held it in 6 quarters since.
752 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2024.

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