NBC Securities’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

NBC Securities’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 Q4	–	Sell	-92	Closed	-$12K	–	1648
2024 Q3	$12K	Hold	92	–	–	﹤0.01%	1673
2024 Q2	$11K	Hold	92	–	–	﹤0.01%	1653
2024 Q1	$12K	Hold	92	–	–	﹤0.01%	1632
2023 Q4	$11K	Hold	92	–	–	﹤0.01%	1670
2023 Q3	$10K	Buy	+92	New	+$10.6K	﹤0.01%	1701

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NBC Securities's IJT Position: Q4 2024 in Review

NBC Securities sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2024, closing a stake of 92 shares — an estimated $12K sold.

NBC Securities first reported a position in IJT in Q3 2023 and held it in 5 quarters. The position peaked at $12K in Q3 2024. 754 funds tracked by Wall St. Rank hold IJT as of Q4 2024.

NBC Securities reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2024 after selling out during the quarter.
NBC Securities sold 92 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2024, an estimated $12K.
NBC Securities first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2023 and held it in 5 quarters.
NBC Securities's iShares S&P Small-Cap 600 Growth ETF position peaked at $12K in Q3 2024.
754 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2024.

Based on NBC Securities's 13F filing for Q4 2024, filed 22 Jan 2025.