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

Robertson Stephens Wealth 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
-1,640
Closed -$211K – 627
2024
Q2 		$211K Hold
1,640
– – 0.01% 474
2024
Q1 		$214K Sell
1,640
-92
-5% -$11.5K 0.01% 476
2023
Q4 		$217K Sell
1,732
-100
-5% -$11.2K 0.01% 424
2023
Q3 		$202K Sell
1,832
-472
-20% -$54.4K 0.01% 432
2023
Q2 		$265K Sell
2,304
-27,406
-92% -$2.99M 0.02% 368
2023
Q1 		$3.27M Sell
29,710
-247
-0.8% -$27.9K 0.25% 87
2022
Q4 		$3.24M Buy
29,957
+249
+0.8% +$27.4K 0.32% 72
2022
Q3 		$3.02M Buy
29,708
+22,135
+292% +$2.49M 0.32% 65
2022
Q2 		$797K Sell
7,573
-2,746
-27% -$311K 0.08% 187
2022
Q1 		$1.29M Sell
10,319
-2,337
-18% -$295K 0.11% 154
2021
Q4 		$1.76M Buy
12,656
+7,892
+166% +$1.07M 0.15% 124
2021
Q3 		$619K Buy
4,764
+1,508
+46% +$199K 0.07% 180
2021
Q2 		$431K Sell
3,256
-28
-0.9% -$3.64K 0.05% 224
2021
Q1 		$421K Buy
+3,284
New +$417K 0.07% 193
2019
Q4 		– Sell
-2,462
Closed -$220K – 110
2019
Q3 		$220K Buy
2,462
+2
+0.1% +$181 0.11% 116
2019
Q2 		$224K Hold
2,460
– – 0.22% 66
2019
Q1 		$219K Buy
+2,460
New +$217K 0.19% 59

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Robertson Stephens Wealth Management's IJT Position: Q3 2024 in Review

Robertson Stephens Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2024, closing a stake of 1,640 shares — an estimated $211K sold.

Robertson Stephens Wealth Management first reported a position in IJT in Q1 2019 and held it in 17 quarters. The position peaked at $3.27M in Q1 2023. 703 funds tracked by Wall St. Rank hold IJT as of Q3 2024.

  • Robertson Stephens Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 1,640 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2024, an estimated $211K.
  • Robertson Stephens Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2019 and held it in 17 quarters.
  • Robertson Stephens Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.27M in Q1 2023.
  • 703 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.