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

Gerber Kawasaki Wealth & Investment 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 		– Sell
-1,642
Closed -$229K – 291
2024
Q3 		$229K Buy
1,642
+290
+21% +$39.1K 0.01% 261
2024
Q2 		$174K Buy
+1,352
New +$173K 0.01% 272
2021
Q4 		– Sell
-3
Closed -$3K – 663
2021
Q3 		$3K Buy
+3
New +$395 ﹤0.01% 829

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 $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's IJT Position: Q4 2024 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2024, closing a stake of 1,642 shares — an estimated $229K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in IJT in Q3 2021 and held it in 3 quarters. The position peaked at $229K in Q3 2024. 753 funds tracked by Wall St. Rank hold IJT as of Q4 2024.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,642 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2024, an estimated $229K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2021 and held it in 3 quarters.
  • Gerber Kawasaki Wealth & Investment Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $229K in Q3 2024.
  • 753 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2024.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.