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

HWG Holdings’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 		$876 Buy
+7
New +$785 ﹤0.01% 118
2023
Q1 		– Sell
-3
Closed – – 120
2022
Q4 		$0 Buy
+3
New +$330 ﹤0.01% 144

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

HWG Holdings's IJT Position: Q4 2023 in Review

HWG Holdings opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2023: 7 shares worth $876. The stake represents ﹤0.01% of the portfolio and ranks #118 among its holdings. This is a return to the name: HWG Holdings previously reported a position in IJT as recently as Q4 2022.

HWG Holdings first reported a position in IJT in Q4 2022 and has held it in 2 quarters since. 669 funds tracked by Wall St. Rank hold IJT as of Q4 2023.

  • HWG Holdings held 7 shares of iShares S&P Small-Cap 600 Growth ETF worth $876 as of Q4 2023.
  • iShares S&P Small-Cap 600 Growth ETF was a new HWG Holdings position in Q4 2023.
  • iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of HWG Holdings's portfolio in Q4 2023, its #118 holding.
  • HWG Holdings first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 2 quarters since.
  • 669 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on HWG Holdings's 13F filing for Q4 2023, filed 4 Jan 2024.