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

Sugarloaf 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 Q4	$20.6K	Hold	152	–	–	﹤0.01%	401
2024 Q3	$21.2K	Sell	152 -2	-1%	-$270	﹤0.01%	408
2024 Q2	$19.8K	Hold	154	–	–	﹤0.01%	401
2024 Q1	$20.1K	Hold	154	–	–	﹤0.01%	400
2023 Q4	$19.3K	Buy	154 +1	+0.7%	+$112	﹤0.01%	400
2023 Q3	$16.8K	Hold	153	–	–	﹤0.01%	401
2023 Q2	$17.6K	Hold	153	–	–	﹤0.01%	404
2023 Q1	$16.8K	Hold	153	–	–	﹤0.01%	413
2022 Q4	$16.5K	Hold	153	–	–	﹤0.01%	435
2022 Q3	$16K	Hold	153	–	–	﹤0.01%	447
2022 Q2	$16K	Buy	153 +1	+0.7%	+$113	﹤0.01%	450
2022 Q1	$19K	Buy	152 +75	+97%	+$9.45K	﹤0.01%	412
2021 Q4	$11K	Hold	77	–	–	﹤0.01%	500
2021 Q3	$10K	Buy	77 +1	+1%	+$132	﹤0.01%	520
2021 Q2	$10K	Sell	76 -36	-32%	-$4.69K	﹤0.01%	499
2021 Q1	$10	Buy	112 +36	+47%	+$4.57K	﹤0.01%	498
2020 Q4	$9K	Hold	76	–	–	﹤0.01%	485
2020 Q3	$3K	Sell	76 -30	-28%	-$2.68K	﹤0.01%	574
2020 Q2	$9K	Hold	106	–	–	﹤0.01%	459
2020 Q1	$7K	Buy	106 +2	+2%	+$177	﹤0.01%	480
2019 Q4	$10K	Buy	+104	New	+$9.6K	﹤0.01%	467

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sugarloaf Wealth Management's IJT Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q4 2024 at 152 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Sugarloaf Wealth Management first reported a position in IJT in Q4 2019 and has held it in 21 quarters since. The position peaked at $21.2K in Q3 2024. 752 funds tracked by Wall St. Rank hold IJT as of Q4 2024.

Sugarloaf Wealth Management held 152 shares of iShares S&P Small-Cap 600 Growth ETF worth $20.6K as of Q4 2024.
Sugarloaf Wealth Management left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q4 2024.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #401 holding.
Sugarloaf Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $21.2K in Q3 2024.
752 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.