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

Kozak & Associates’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
-2
Closed -$285 – 459
2024
Q3 		$285 Hold
2
– – ﹤0.01% 366
2024
Q2 		$258 Hold
2
– – ﹤0.01% 360
2024
Q1 		$263 Sell
2
-142
-99% -$17.7K ﹤0.01% 367
2023
Q4 		$17.4K Buy
+144
New +$16.2K 0.01% 195

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kozak & Associates's IJT Position: Q4 2024 in Review

Kozak & Associates sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2024, closing a stake of 2 shares — an estimated $285 sold.

Kozak & Associates first reported a position in IJT in Q4 2023 and held it in 4 quarters. The position peaked at $17.4K in Q4 2023. 754 funds tracked by Wall St. Rank hold IJT as of Q4 2024.

  • Kozak & Associates reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Kozak & Associates sold 2 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2024, an estimated $285.
  • Kozak & Associates first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and held it in 4 quarters.
  • Kozak & Associates's iShares S&P Small-Cap 600 Growth ETF position peaked at $17.4K in Q4 2023.
  • 754 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2024.

Based on Kozak & Associates's 13F filing for Q4 2024, filed 6 Jan 2025.