GW
IJT icon

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

GW & Wade’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
2023
Q4 		$8.35M Buy
66,720
+4,110
+7% +$461K 0.27% 81
2023
Q3 		$6.87M Buy
62,610
+1,564
+3% +$180K 0.26% 83
2023
Q2 		$7.02M Buy
61,046
+1,457
+2% +$159K 0.25% 77
2023
Q1 		$6.55M Sell
59,589
-1,885
-3% -$213K 0.25% 81
2022
Q4 		$6.64M Buy
61,474
+31,533
+105% +$3.47M 0.27% 74
2022
Q3 		$3.04M Buy
29,941
+11,511
+62% +$1.29M 0.15% 107
2022
Q2 		$1.94M Buy
18,430
+2,306
+14% +$261K 0.09% 143
2022
Q1 		$2.02M Sell
16,124
-441
-3% -$55.6K 0.09% 134
2021
Q4 		$2.3M Sell
16,565
-4,623
-22% -$629K 0.1% 124
2021
Q3 		$2.75M Buy
21,188
+26
+0.1% +$3.43K 0.13% 111
2021
Q2 		$2.81M Sell
21,162
-905
-4% -$118K 0.13% 108
2021
Q1 		$2.83M Buy
22,067
+14,163
+179% +$1.8M 0.15% 97
2020
Q4 		$902K Buy
+7,904
New +$806K 0.05% 147

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GW & Wade's IJT Position: Q4 2023 in Review

GW & Wade increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 6.6% in Q4 2023, buying an estimated $461K and bringing the position to 66,720 shares worth $8.35M. The position accounts for 0.27% of the portfolio, ranked #81.

GW & Wade first reported a position in IJT in Q4 2020 and has held it in 13 quarters since. 669 funds tracked by Wall St. Rank hold IJT as of Q4 2023.

  • GW & Wade held 66,720 shares of iShares S&P Small-Cap 600 Growth ETF worth $8.35M as of Q4 2023.
  • GW & Wade bought 4,110 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2023, an estimated $461K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.27% of GW & Wade's portfolio in Q4 2023, its #81 holding.
  • GW & Wade first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 13 quarters since.
  • 669 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.