M&R Capital Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

M&R Capital Management’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 Q3	$1.4K	Hold	10	–	–	﹤0.01%	539
2024 Q2	$1.28K	Hold	10	–	–	﹤0.01%	508
2024 Q1	$1.31K	Hold	10	–	–	﹤0.01%	511
2023 Q4	$1.25K	Hold	10	–	–	﹤0.01%	594
2023 Q3	$1.1K	Sell	10 -50	-83%	-$5.77K	﹤0.01%	581
2023 Q2	$6.89K	Hold	60	–	–	﹤0.01%	433
2023 Q1	$6.6K	Buy	60 +50	+500%	+$5.64K	﹤0.01%	421
2022 Q4	$1.08K	Buy	+10	New	+$1.1K	﹤0.01%	564

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

M&R Capital Management's IJT Position: Q3 2024 in Review

M&R Capital Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q3 2024 at 10 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

M&R Capital Management first reported a position in IJT in Q4 2022 and has held it in 8 quarters since. The position peaked at $6.89K in Q2 2023. 703 funds tracked by Wall St. Rank hold IJT as of Q3 2024.

M&R Capital Management held 10 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.4K as of Q3 2024.
M&R Capital Management left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q3 2024.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #539 holding.
M&R Capital Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 8 quarters since.
M&R Capital Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $6.89K in Q2 2023.
703 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.