SA
IJT icon

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

SpiderRock 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
Q3 		$665K Buy
4,766
+1,756
+58% +$237K 0.01% 561
2024
Q2 		$387K Hold
3,010
– – 0.01% 620
2024
Q1 		$377K Buy
+3,010
New +$376K 0.01% 588

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SpiderRock Advisors's IJT Position: Q3 2024 in Review

SpiderRock Advisors increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 58% in Q3 2024, buying an estimated $237K and bringing the position to 4,766 shares worth $665K. The position accounts for 0.01% of the portfolio, ranked #561.

SpiderRock Advisors first reported a position in IJT in Q1 2024 and has held it in 3 quarters since. 703 funds tracked by Wall St. Rank hold IJT as of Q3 2024.

  • SpiderRock Advisors held 4,766 shares of iShares S&P Small-Cap 600 Growth ETF worth $665K as of Q3 2024.
  • SpiderRock Advisors bought 1,756 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2024, an estimated $237K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #561 holding.
  • SpiderRock Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2024 and has held it in 3 quarters since.
  • 703 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.