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

Milestone Investment 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
2024
Q3 		– Sell
-24
Closed -$3.08K – 131
2024
Q2 		$3.08K Buy
+24
New +$3.07K ﹤0.01% 129

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Milestone Investment Advisors's IJT Position: Q3 2024 in Review

Milestone Investment Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2024, closing a stake of 24 shares — an estimated $3.08K sold.

Milestone Investment Advisors first reported a position in IJT in Q2 2024 and held it in 1 quarter. The position peaked at $3.08K in Q2 2024. 704 funds tracked by Wall St. Rank hold IJT as of Q3 2024.

  • Milestone Investment Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Milestone Investment Advisors sold 24 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2024, an estimated $3.08K.
  • Milestone Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2024 and held it in 1 quarter.
  • Milestone Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.08K in Q2 2024.
  • 704 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2024.

Based on Milestone Investment Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.