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

Per Stirling 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	–	Sell	-13,033	Closed	-$1.67M	–	266
2024 Q2	$1.67M	Buy	13,033 +706	+6%	+$90.3K	0.27%	69
2024 Q1	$1.61M	Buy	+12,327	New	+$1.54M	0.27%	63
2023 Q4	–	Sell	-10,566	Closed	-$1.16M	–	213
2023 Q3	$1.16M	Buy	10,566 +2,110	+25%	+$243K	0.24%	67
2023 Q2	$972K	Buy	8,456 +2,748	+48%	+$300K	0.2%	79
2023 Q1	$628K	Buy	+5,708	New	+$644K	0.14%	92

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Per Stirling Capital Management's IJT Position: Q3 2024 in Review

Per Stirling Capital Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2024, closing a stake of 13,033 shares — an estimated $1.67M sold.

Per Stirling Capital Management first reported a position in IJT in Q1 2023 and held it in 5 quarters. The position peaked at $1.67M in Q2 2024. 703 funds tracked by Wall St. Rank hold IJT as of Q3 2024.

Per Stirling Capital Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2024 after selling out during the quarter.
Per Stirling Capital Management sold 13,033 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2024, an estimated $1.67M.
Per Stirling Capital Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2023 and held it in 5 quarters.
Per Stirling Capital Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.67M in Q2 2024.
703 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2024.

Based on Per Stirling Capital Management's 13F filing for Q3 2024, filed 13 Nov 2024.