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

TFO Wealth Partners’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 Q4	–	Sell	-265	Closed	-$30.5K	–	1006
2023 Q3	$30.5K	Hold	265	–	–	0.01%	116
2023 Q2	$30.5K	Hold	265	–	–	0.01%	106
2023 Q1	$29.1K	Sell	265 -92,667	-100%	-$10.4M	0.01%	82
2022 Q4	$8.8M	Buy	92,932 +92,667	+34,969%	+$10.2M	2.03%	6
2022 Q3	$27K	Buy	265 +180	+212%	+$20.2K	0.01%	65
2022 Q2	$9K	Buy	+85	New	+$9.63K	﹤0.01%	141
2020 Q4	–	Sell	-40	Closed	-$4K	–	119
2020 Q3	$4K	Buy	+40	New	+$3.58K	﹤0.01%	113

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

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

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TFO Wealth Partners's IJT Position: Q4 2023 in Review

TFO Wealth Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2023, closing a stake of 265 shares — an estimated $30.5K sold.

TFO Wealth Partners first reported a position in IJT in Q3 2020 and held it in 7 quarters. The position peaked at $8.8M in Q4 2022. 669 funds tracked by Wall St. Rank hold IJT as of Q4 2023.

TFO Wealth Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 265 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2023, an estimated $30.5K.
TFO Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2020 and held it in 7 quarters.
TFO Wealth Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $8.8M in Q4 2022.
669 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.