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

FRG Family Wealth Advisors’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
-66
Closed -$8.22K – 245
2024
Q1 		$8.22K Buy
+66
New +$8.24K ﹤0.01% 277

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FRG Family Wealth Advisors's IJT Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2024, closing a stake of 66 shares — an estimated $8.22K sold.

FRG Family Wealth Advisors first reported a position in IJT in Q1 2024 and held it in 1 quarter. The position peaked at $8.22K in Q1 2024. 685 funds tracked by Wall St. Rank hold IJT as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 66 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2024, an estimated $8.22K.
  • FRG Family Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $8.22K 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 FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.