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

Halpern Financial’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
Q3 		$1.14M Sell
8,295
-335
-4% -$45.2K 0.29% 32
2024
Q2 		$1.11M Sell
8,630
-39
-0.4% -$4.99K 0.3% 33
2024
Q1 		$1.11M Hold
8,669
– – 0.32% 31
2023
Q4 		$1.05M Hold
8,669
– – 0.33% 31
2023
Q3 		$951K Buy
8,669
+2,125
+32% +$245K 0.33% 29
2023
Q2 		$752K Hold
6,544
– – 0.26% 30
2023
Q1 		$719K Hold
6,544
– – 0.26% 27
2022
Q4 		$707K Hold
6,544
– – 0.26% 27
2022
Q3 		$665K Sell
6,544
-268
-4% -$30.1K 0.26% 27
2022
Q2 		$717K Buy
6,812
+268
+4% +$30.4K 0.28% 29
2022
Q1 		$819K Hold
6,544
– – 0.3% 31
2021
Q4 		$908K Hold
6,544
– – 0.39% 20
2021
Q3 		$851K Buy
6,544
+959
+17% +$126K 0.39% 21
2021
Q2 		$741K Sell
5,585
-1,594
-22% -$207K 0.35% 19
2021
Q1 		$921K Sell
7,179
-3
-0% -$381 0.45% 17
2020
Q4 		$820K Sell
7,182
-92
-1% -$9.38K 0.43% 18
2020
Q3 		$642K Sell
7,274
-106
-1% -$9.48K 0.38% 20
2020
Q2 		$627K Buy
7,380
+4,176
+130% +$325K 0.42% 17
2020
Q1 		$221K Sell
3,204
-4,678
-59% -$413K 0.21% 23
2019
Q4 		$762K Buy
+7,882
New +$728K 0.59% 20

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
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 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
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

Halpern Financial's IJT Position: Q3 2024 in Review

Halpern Financial reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3.9% in Q3 2024, selling an estimated $45.2K and leaving 8,295 shares worth $1.14M. The position accounts for 0.29% of the portfolio, ranked #32.

Halpern Financial first reported a position in IJT in Q4 2019 and has held it in 20 quarters since. 703 funds tracked by Wall St. Rank hold IJT as of Q3 2024.

  • Halpern Financial held 8,295 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.14M as of Q3 2024.
  • Halpern Financial sold 335 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2024, an estimated $45.2K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.29% of Halpern Financial's portfolio in Q3 2024, its #32 holding.
  • Halpern Financial first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 20 quarters since.
  • 703 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.