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

Tradition 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 Q1	–	Sell	-274	Closed	-$34K	–	782
2023 Q4	$34K	Hold	274	–	–	﹤0.01%	712
2023 Q3	$30K	Hold	274	–	–	﹤0.01%	738
2023 Q2	$31K	Hold	274	–	–	﹤0.01%	760
2023 Q1	$30K	Hold	274	–	–	﹤0.01%	745
2022 Q4	$30K	Hold	274	–	–	﹤0.01%	657
2022 Q3	$28K	Hold	274	–	–	﹤0.01%	672
2022 Q2	$29K	Hold	274	–	–	﹤0.01%	577
2022 Q1	$34K	Hold	274	–	–	﹤0.01%	593
2021 Q4	$38K	Hold	274	–	–	﹤0.01%	595
2021 Q3	$36K	Hold	274	–	–	0.01%	595
2021 Q2	$36K	Hold	274	–	–	0.01%	619
2021 Q1	$35K	Hold	274	–	–	0.01%	515
2020 Q4	$31K	Buy	+274	New	+$27.9K	0.01%	501

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tradition Wealth Management's IJT Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2024, closing a stake of 274 shares — an estimated $34K sold.

Tradition Wealth Management first reported a position in IJT in Q4 2020 and held it in 13 quarters. The position peaked at $38K in Q4 2021. 680 funds tracked by Wall St. Rank hold IJT as of Q1 2024.

Tradition Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 274 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2024, an estimated $34K.
Tradition Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $38K in Q4 2021.
680 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.