SSC
IJT icon

Syverson Strege & Co’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Syverson Strege & 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
2023
Q2 		– Sell
-12
Closed -$1.32K – 326
2023
Q1 		$1.32K Buy
+12
New +$1.35K ﹤0.01% 561

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Syverson Strege & Co's IJT Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2023, closing a stake of 12 shares — an estimated $1.32K sold.

Syverson Strege & Co first reported a position in IJT in Q1 2023 and held it in 1 quarter. The position peaked at $1.32K in Q1 2023. 625 funds tracked by Wall St. Rank hold IJT as of Q2 2023.

  • Syverson Strege & Co reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 12 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2023, an estimated $1.32K.
  • Syverson Strege & Co first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2023 and held it in 1 quarter.
  • Syverson Strege & Co's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.32K in Q1 2023.
  • 625 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.