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

TrinityPoint Wealth’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	$202K	Buy	+1,491	New	+$211K	0.03%	323

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TrinityPoint Wealth's IJT Position: Q4 2024 in Review

TrinityPoint Wealth opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2024: 1,491 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #323 among its holdings.

753 funds tracked by Wall St. Rank hold IJT as of Q4 2024.

TrinityPoint Wealth held 1,491 shares of iShares S&P Small-Cap 600 Growth ETF worth $202K as of Q4 2024.
iShares S&P Small-Cap 600 Growth ETF was a new TrinityPoint Wealth position in Q4 2024.
iShares S&P Small-Cap 600 Growth ETF made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #323 holding.
753 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.