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

Retirement 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
2024 Q1	$65.4K	Hold	500	–	–	0.02%	201
2023 Q4	$62.6K	Hold	500	–	–	0.03%	197
2023 Q3	$54.8K	Hold	500	–	–	0.02%	192
2023 Q2	$57.5K	Hold	500	–	–	0.02%	184
2023 Q1	$55K	Hold	500	–	–	0.03%	182
2022 Q4	$54K	Buy	+500	New	+$55K	0.03%	177
2022 Q3	–	Sell	-500	Closed	-$53K	–	640
2022 Q2	$53K	Hold	500	–	–	0.02%	207
2022 Q1	$63K	Hold	500	–	–	0.02%	210
2021 Q4	$69K	Hold	500	–	–	0.03%	198
2021 Q3	$65K	Hold	500	–	–	0.03%	199
2021 Q2	$66K	Sell	500 -82	-14%	-$10.7K	0.03%	204
2021 Q1	$75K	Hold	582	–	–	0.03%	221
2020 Q4	$66K	Sell	582 -4	-0.7%	-$408	0.03%	228
2020 Q3	$52K	Buy	586 +4	+0.7%	+$358	0.03%	235
2020 Q2	$49K	Buy	+582	New	+$45.4K	0.03%	236
2019 Q4	$56K	Buy	+582	New	+$53.7K	0.04%	222

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Retirement Group's IJT Position: Q1 2024 in Review

Retirement Group held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2024 at 500 shares worth $65.4K. The position accounts for 0.02% of the portfolio, ranked #201.

Retirement Group first reported a position in IJT in Q4 2019 and has held it in 16 quarters since. The position peaked at $75K in Q1 2021. 680 funds tracked by Wall St. Rank hold IJT as of Q1 2024.

Retirement Group held 500 shares of iShares S&P Small-Cap 600 Growth ETF worth $65.4K as of Q1 2024.
Retirement Group left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2024.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Retirement Group's portfolio in Q1 2024, its #201 holding.
Retirement Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 16 quarters since.
Retirement Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $75K in Q1 2021.
680 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.