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

TRUE Private Wealth Advisors’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	–	Sell	-6,672	Closed	-$931K	–	231
2024 Q3	$931K	Buy	+6,672	New	+$900K	0.11%	96
2021 Q2	–	Sell	-2,573	Closed	-$330K	–	244
2021 Q1	$330K	Buy	+2,573	New	+$327K	0.05%	164
2020 Q1	–	Sell	-344	Closed	-$33K	–	748
2019 Q4	$33K	Buy	+344	New	+$31.8K	0.01%	416
2019 Q3	–	Sell	-194	Closed	-$17K	–	466
2019 Q2	$17K	Buy	+194	New	+$17.4K	﹤0.01%	478
2018 Q4	–	Sell	-7,892	Closed	-$797K	–	571
2018 Q3	$797K	Buy	7,892 +1,994	+34%	+$200K	0.11%	119
2018 Q2	$558K	Buy	+5,898	New	+$541K	0.09%	145

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

TRUE Private Wealth Advisors's IJT Position: Q4 2024 in Review

TRUE Private Wealth Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2024, closing a stake of 6,672 shares — an estimated $931K sold.

TRUE Private Wealth Advisors first reported a position in IJT in Q2 2018 and held it in 6 quarters. The position peaked at $931K in Q3 2024. 753 funds tracked by Wall St. Rank hold IJT as of Q4 2024.

TRUE Private Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 6,672 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2024, an estimated $931K.
TRUE Private Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and held it in 6 quarters.
TRUE Private Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $931K in Q3 2024.
753 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.