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

TFC Financial 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 Q3	–	Sell	-22	Closed	-$2.83K	–	1049
2024 Q2	$2.83K	Sell	22 -178	-89%	-$22.8K	﹤0.01%	447
2024 Q1	$26.1K	Hold	200	–	–	﹤0.01%	275
2023 Q4	$25K	Sell	200 -22	-10%	-$2.47K	0.01%	279
2023 Q3	$24.4K	Buy	222 +44	+25%	+$5.08K	0.01%	281
2023 Q2	$20.5K	Hold	178	–	–	0.01%	287
2023 Q1	$19.6K	Hold	178	–	–	0.01%	317
2022 Q4	$19.2K	Hold	178	–	–	0.01%	261
2022 Q3	$18K	Hold	178	–	–	0.01%	256
2022 Q2	$19K	Buy	+178	New	+$20.2K	0.01%	256

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TFC Financial Management's IJT Position: Q3 2024 in Review

TFC Financial Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2024, closing a stake of 22 shares — an estimated $2.83K sold.

TFC Financial Management first reported a position in IJT in Q2 2022 and held it in 9 quarters. The position peaked at $26.1K in Q1 2024. 704 funds tracked by Wall St. Rank hold IJT as of Q3 2024.

TFC Financial Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2024 after selling out during the quarter.
TFC Financial Management sold 22 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2024, an estimated $2.83K.
TFC Financial Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2022 and held it in 9 quarters.
TFC Financial Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $26.1K in Q1 2024.
704 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2024.

Based on TFC Financial Management's 13F filing for Q3 2024, filed 25 Oct 2024.