KOC
IJT icon

Koss-Olinger Consulting’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Koss-Olinger Consulting’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
-1,451
Closed -$202K – 238
2024
Q3 		$202K Buy
+1,451
New +$196K 0.02% 259

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 $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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Koss-Olinger Consulting's IJT Position: Q4 2024 in Review

Koss-Olinger Consulting sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2024, closing a stake of 1,451 shares — an estimated $202K sold.

Koss-Olinger Consulting first reported a position in IJT in Q3 2024 and held it in 1 quarter. The position peaked at $202K in Q3 2024. 752 funds tracked by Wall St. Rank hold IJT as of Q4 2024.

  • Koss-Olinger Consulting reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Koss-Olinger Consulting sold 1,451 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2024, an estimated $202K.
  • Koss-Olinger Consulting first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2024 and held it in 1 quarter.
  • Koss-Olinger Consulting's iShares S&P Small-Cap 600 Growth ETF position peaked at $202K in Q3 2024.
  • 752 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2024.

Based on Koss-Olinger Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.