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Horst & Graben Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Horst & Graben Wealth 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
2023
Q2 		– Sell
-2,055
Closed -$226K – 133
2023
Q1 		$226K Buy
+2,055
New +$232K 0.06% 118

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Horst & Graben Wealth Management's IJT Position: Q2 2023 in Review

Horst & Graben Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2023, closing a stake of 2,055 shares — an estimated $226K sold.

Horst & Graben Wealth Management first reported a position in IJT in Q1 2023 and held it in 1 quarter. The position peaked at $226K in Q1 2023. 625 funds tracked by Wall St. Rank hold IJT as of Q2 2023.

  • Horst & Graben Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 2,055 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2023, an estimated $226K.
  • Horst & Graben Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2023 and held it in 1 quarter.
  • Horst & Graben Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $226K in Q1 2023.
  • 625 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2023.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.