Legacy Financial Group (Iowa)
IJT icon

Legacy Financial Group (Iowa)’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Legacy Financial Group (Iowa)’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 		– Sell
-1,190
Closed -$131K – 254
2023
Q3 		$131K Buy
+1,190
New +$137K 0.03% 113
2021
Q4 		– Sell
-10,473
Closed -$1.36M – 45
2021
Q3 		$1.36M Buy
+10,473
New +$1.38M 0.41% 35

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

Legacy Financial Group (Iowa)'s IJT Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2023, closing a stake of 1,190 shares — an estimated $131K sold.

Legacy Financial Group (Iowa) first reported a position in IJT in Q3 2021 and held it in 2 quarters. The position peaked at $1.36M in Q3 2021. 669 funds tracked by Wall St. Rank hold IJT as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,190 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2023, an estimated $131K.
  • Legacy Financial Group (Iowa) first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2021 and held it in 2 quarters.
  • Legacy Financial Group (Iowa)'s iShares S&P Small-Cap 600 Growth ETF position peaked at $1.36M in Q3 2021.
  • 669 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.