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

Marino Stram & 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
2023
Q4 		– Sell
-2,637
Closed -$289K – 171
2023
Q3 		$289K Buy
2,637
+519
+25% +$59.9K 0.08% 129
2023
Q2 		$243K Sell
2,118
-63
-3% -$6.88K 0.07% 144
2023
Q1 		$240K Buy
2,181
+4
+0.2% +$451 0.07% 139
2022
Q4 		$235K Buy
+2,177
New +$239K 0.07% 133

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

Marino Stram & Associates's IJT Position: Q4 2023 in Review

Marino Stram & Associates sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2023, closing a stake of 2,637 shares — an estimated $289K sold.

Marino Stram & Associates first reported a position in IJT in Q4 2022 and held it in 4 quarters. The position peaked at $289K in Q3 2023. 669 funds tracked by Wall St. Rank hold IJT as of Q4 2023.

  • Marino Stram & Associates reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Marino Stram & Associates sold 2,637 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2023, an estimated $289K.
  • Marino Stram & Associates first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and held it in 4 quarters.
  • Marino Stram & Associates's iShares S&P Small-Cap 600 Growth ETF position peaked at $289K in Q3 2023.
  • 669 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on Marino Stram & Associates's 13F filing for Q4 2023, filed 30 Jan 2024.