SWPG
IJT icon

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

Strategic Wealth Partners 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 		$2.15M Sell
16,414
-457
-3% -$57K 0.24% 41
2023
Q4 		$2.11M Buy
16,871
+1,929
+13% +$216K 0.27% 39
2023
Q3 		$1.64M Buy
14,942
+254
+2% +$29.3K 0.24% 35
2023
Q2 		$1.69M Sell
14,688
-18
-0.1% -$1.97K 0.24% 35
2023
Q1 		$1.55M Buy
14,706
+1,556
+12% +$175K 0.25% 33
2022
Q4 		$1.42M Buy
13,150
+648
+5% +$71.2K 0.3% 24
2022
Q3 		$1.27M Buy
12,502
+15
+0.1% +$1.68K 0.3% 25
2022
Q2 		$1.31M Buy
12,487
+5,774
+86% +$655K 0.29% 25
2022
Q1 		$840K Buy
6,713
+247
+4% +$31.1K 0.16% 31
2021
Q4 		$898K Buy
6,466
+458
+8% +$62.4K 0.16% 35
2021
Q3 		$781K Buy
+6,008
New +$792K 0.15% 38
2021
Q1 		$738K Buy
5,758
+12
+0.2% +$1.52K 0.15% 38
2020
Q4 		$656K Buy
5,746
+2
+0% +$204 0.14% 37
2020
Q3 		$507K Buy
5,744
+96
+2% +$8.59K 0.12% 36
2020
Q2 		$479K Buy
5,648
+134
+2% +$10.4K 0.12% 42
2020
Q1 		$380K Sell
5,514
-222
-4% -$19.6K 0.11% 41
2019
Q4 		$554K Sell
5,736
-1,414
-20% -$131K 0.13% 38
2019
Q3 		$638K Hold
7,150
– – 0.18% 26
2019
Q2 		$652K Buy
7,150
+458
+7% +$41.2K 0.19% 25
2019
Q1 		$597K Sell
6,692
-1,418
-17% -$125K 0.19% 23
2018
Q4 		$654K Buy
+8,110
New +$722K 0.25% 20

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
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Strategic Wealth Partners Group's IJT Position: Q1 2024 in Review

Strategic Wealth Partners Group reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.7% in Q1 2024, selling an estimated $57K and leaving 16,414 shares worth $2.15M. The position accounts for 0.24% of the portfolio, ranked #41.

Strategic Wealth Partners Group first reported a position in IJT in Q4 2018 and has held it in 21 quarters since. 680 funds tracked by Wall St. Rank hold IJT as of Q1 2024.

  • Strategic Wealth Partners Group held 16,414 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.15M as of Q1 2024.
  • Strategic Wealth Partners Group sold 457 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2024, an estimated $57K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.24% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #41 holding.
  • Strategic Wealth Partners Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and has held it in 21 quarters since.
  • 680 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2024.

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