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

RE Dickinson 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 Q4	$338K	Sell	2,494 -943	-27%	-$133K	0.19%	36
2024 Q3	$479K	Sell	3,437 -1,280	-27%	-$173K	0.27%	31
2024 Q2	$606K	Sell	4,717 -2,637	-36%	-$337K	0.37%	26
2024 Q1	$961K	Sell	7,354 -51,480	-88%	-$6.42M	0.6%	23
2023 Q4	$7.36M	Buy	58,834 +935	+2%	+$105K	4.89%	7
2023 Q3	$6.36M	Buy	57,899 +3,102	+6%	+$358K	4.46%	9
2023 Q2	$6.3M	Buy	54,797 +1,952	+4%	+$213K	2.31%	16
2023 Q1	$5.81M	Buy	52,845 +31,067	+143%	+$3.5M	1.96%	18
2022 Q4	$2.35M	Sell	21,778 -1,220	-5%	-$134K	0.97%	31
2022 Q3	$2.34M	Buy	22,998 +2,071	+10%	+$233K	1.93%	15
2022 Q2	$2.2M	Buy	20,927 +1,572	+8%	+$178K	0.31%	17
2022 Q1	$2.42M	Buy	+19,355	New	+$2.44M	1.63%	15

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

RE Dickinson Investment Advisors's IJT Position: Q4 2024 in Review

RE Dickinson Investment Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 27% in Q4 2024, selling an estimated $133K and leaving 2,494 shares worth $338K. The position accounts for 0.19% of the portfolio, ranked #36.

RE Dickinson Investment Advisors first reported a position in IJT in Q1 2022 and has held it in 12 quarters since. The position peaked at $7.36M in Q4 2023. 753 funds tracked by Wall St. Rank hold IJT as of Q4 2024.

RE Dickinson Investment Advisors held 2,494 shares of iShares S&P Small-Cap 600 Growth ETF worth $338K as of Q4 2024.
RE Dickinson Investment Advisors sold 943 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2024, an estimated $133K.
iShares S&P Small-Cap 600 Growth ETF made up 0.19% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #36 holding.
RE Dickinson Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2022 and has held it in 12 quarters since.
RE Dickinson Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $7.36M in Q4 2023.
753 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.