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

Steward Financial 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
2023
Q3 		$26K Hold
240
– – 0.01% 216
2023
Q2 		$27K Buy
+240
New +$26.2K 0.01% 203

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Steward Financial Group's IJT Position: Q3 2023 in Review

Steward Financial Group held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q3 2023 at 240 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #216.

Steward Financial Group first reported a position in IJT in Q2 2023 and has held it in 2 quarters since. The position peaked at $27K in Q2 2023. 615 funds tracked by Wall St. Rank hold IJT as of Q3 2023.

  • Steward Financial Group held 240 shares of iShares S&P Small-Cap 600 Growth ETF worth $26K as of Q3 2023.
  • Steward Financial Group left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q3 2023.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #216 holding.
  • Steward Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2023 and has held it in 2 quarters since.
  • Steward Financial Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $27K in Q2 2023.
  • 615 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.