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National Wealth Management Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

National Wealth Management Group’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
-6,139
Closed -$673K – 144
2023
Q3 		$673K Sell
6,139
-1,237
-17% -$143K 0.73% 39
2023
Q2 		$873K Buy
+7,376
New +$806K 0.91% 32

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

National Wealth Management Group's IJT Position: Q4 2023 in Review

National Wealth Management Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2023, closing a stake of 6,139 shares — an estimated $673K sold.

National Wealth Management Group first reported a position in IJT in Q2 2023 and held it in 2 quarters. The position peaked at $873K in Q2 2023. 669 funds tracked by Wall St. Rank hold IJT as of Q4 2023.

  • National Wealth Management Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • National Wealth Management Group sold 6,139 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2023, an estimated $673K.
  • National Wealth Management Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2023 and held it in 2 quarters.
  • National Wealth Management Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $873K in Q2 2023.
  • 669 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on National Wealth Management Group's 13F filing for Q4 2023, filed 1 Feb 2024.