LGT Financial Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

LGT Financial Advisors’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	-11	Closed	-$1.21K	–	914
2023 Q3	$1.21K	Hold	11	–	–	﹤0.01%	868
2023 Q2	$1.26K	Buy	+11	New	+$1.2K	﹤0.01%	203
2023 Q1	–	Sell	-603	Closed	-$65.2K	–	140
2022 Q4	$65.2K	Buy	+603	New	+$66.3K	0.08%	128

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LGT Financial Advisors's IJT Position: Q4 2023 in Review

LGT Financial Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2023, closing a stake of 11 shares — an estimated $1.21K sold.

LGT Financial Advisors first reported a position in IJT in Q4 2022 and held it in 3 quarters. The position peaked at $65.2K in Q4 2022. 669 funds tracked by Wall St. Rank hold IJT as of Q4 2023.

LGT Financial Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2023 after selling out during the quarter.
LGT Financial Advisors sold 11 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2023, an estimated $1.21K.
LGT Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and held it in 3 quarters.
LGT Financial Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $65.2K in Q4 2022.
669 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.