SGC
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Slocum, Gordon & Co’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Slocum, Gordon & Co’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
-6
Closed -$770 – 146
2024
Q2 		$770 Buy
+6
New +$767 ﹤0.01% 145

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

Slocum, Gordon & Co's IJT Position: Q3 2024 in Review

Slocum, Gordon & Co sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2024, closing a stake of 6 shares — an estimated $770 sold.

Slocum, Gordon & Co first reported a position in IJT in Q2 2024 and held it in 1 quarter. The position peaked at $770 in Q2 2024. 703 funds tracked by Wall St. Rank hold IJT as of Q3 2024.

  • Slocum, Gordon & Co reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Slocum, Gordon & Co sold 6 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2024, an estimated $770.
  • Slocum, Gordon & Co first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2024 and held it in 1 quarter.
  • Slocum, Gordon & Co's iShares S&P Small-Cap 600 Growth ETF position peaked at $770 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 Slocum, Gordon & Co's 13F filing for Q3 2024, filed 4 Nov 2024.