Financial Gravity Asset Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Financial Gravity Asset 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 Q2	–	Sell	-106	Closed	-$13.3K	–	1608
2024 Q1	$13.3K	Hold	106	–	–	﹤0.01%	432
2023 Q4	$13.3K	Buy	+106	New	+$11.9K	﹤0.01%	440
2019 Q4	$193K	Buy	6 +4	+200%	+$369	0.13%	122
2019 Q3	$0	Hold	2	–	–	﹤0.01%	1368
2019 Q2	$0	Hold	2	–	–	﹤0.01%	1435
2019 Q1	$0	Buy	+2	New	+$177	﹤0.01%	1420
2018 Q3	$27K	Buy	310 +14	+5%	+$1.41K	0.03%	436
2018 Q2	$30K	Sell	296 -2	-0.7%	-$184	0.03%	421
2018 Q1	$26K	Buy	+298	New	+$26K	0.03%	485

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

Financial Gravity Asset Management's IJT Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2024, closing a stake of 106 shares — an estimated $13.3K sold.

Financial Gravity Asset Management first reported a position in IJT in Q1 2018 and held it in 9 quarters. The position peaked at $193K in Q4 2019. 685 funds tracked by Wall St. Rank hold IJT as of Q2 2024.

Financial Gravity Asset Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 106 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2024, an estimated $13.3K.
Financial Gravity Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2018 and held it in 9 quarters.
Financial Gravity Asset Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $193K in Q4 2019.
685 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.