LWA
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LWS Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

LWS Wealth 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 		$365K Buy
2,913
+12
+0.4% +$1.35K 0.14% 52
2023
Q3 		$318K Sell
2,901
-46
-2% -$5.31K 0.14% 46
2023
Q2 		$339K Buy
2,947
+214
+8% +$23.4K 0.14% 45
2023
Q1 		$300K Sell
2,733
-464
-15% -$52.3K 0.12% 47
2022
Q4 		$345K Buy
3,197
+264
+9% +$29K 0.14% 47
2022
Q3 		$298K Buy
2,933
+6
+0.2% +$674 0.11% 52
2022
Q2 		$308K Sell
2,927
-14
-0.5% -$1.59K 0.15% 52
2022
Q1 		$368K Buy
2,941
+4
+0.1% +$504 0.16% 45
2021
Q4 		$408K Buy
2,937
+3
+0.1% +$408 0.17% 43
2021
Q3 		$382K Buy
2,934
+2
+0.1% +$264 0.17% 42
2021
Q2 		$389K Buy
2,932
+84
+3% +$10.9K 0.17% 42
2021
Q1 		$365K Sell
2,848
-682
-19% -$86.7K 0.17% 44
2020
Q4 		$403K Sell
3,530
-62
-2% -$6.32K 0.18% 44
2020
Q3 		$317K Buy
3,592
+204
+6% +$18.2K 0.16% 47
2020
Q2 		$307K Sell
3,388
-3,258
-49% -$254K 0.16% 47
2020
Q1 		$458K Sell
6,646
-2,400
-27% -$212K 0.3% 36
2019
Q4 		$875K Buy
+9,046
New +$835K 0.45% 29

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

LWS Wealth Advisors's IJT Position: Q4 2023 in Review

LWS Wealth Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.41% in Q4 2023, buying an estimated $1.35K and bringing the position to 2,913 shares worth $365K. The position accounts for 0.14% of the portfolio, ranked #52.

LWS Wealth Advisors first reported a position in IJT in Q4 2019 and has held it in 17 quarters since. The position peaked at $875K in Q4 2019. 669 funds tracked by Wall St. Rank hold IJT as of Q4 2023.

  • LWS Wealth Advisors held 2,913 shares of iShares S&P Small-Cap 600 Growth ETF worth $365K as of Q4 2023.
  • LWS Wealth Advisors bought 12 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2023, an estimated $1.35K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.14% of LWS Wealth Advisors's portfolio in Q4 2023, its #52 holding.
  • LWS Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 17 quarters since.
  • LWS Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $875K in Q4 2019.
  • 669 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.