TS Financial Group (TSFG)’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

TS Financial Group (TSFG)’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	-124	Closed	-$16K	–	839
2023 Q4	$16K	Sell	124 -276	-69%	-$31K	0.01%	435
2023 Q3	$44K	Sell	400 -25	-6%	-$2.88K	0.02%	300
2023 Q2	$49K	Hold	425	–	–	0.02%	289
2023 Q1	$47K	Buy	425 +25	+6%	+$2.82K	0.02%	289
2022 Q4	$43K	Hold	400	–	–	0.02%	301
2022 Q3	$41K	Hold	400	–	–	0.02%	295
2022 Q2	$42K	Hold	400	–	–	0.02%	304
2022 Q1	$50K	Hold	400	–	–	0.02%	298
2021 Q4	$56K	Hold	400	–	–	0.02%	296
2021 Q3	$52K	Hold	400	–	–	0.02%	316
2021 Q2	$53K	Hold	400	–	–	0.02%	309
2021 Q1	$51K	Hold	400	–	–	0.03%	263
2020 Q4	$46K	Buy	400 +390	+3,900%	+$39.7K	0.02%	261
2020 Q3	$1K	Hold	10	–	–	﹤0.01%	760
2020 Q2	$1K	Hold	10	–	–	﹤0.01%	764
2020 Q1	$1K	Hold	10	–	–	﹤0.01%	717
2019 Q4	$1K	Sell	10 -2	-17%	-$185	﹤0.01%	733
2019 Q3	$1K	Sell	12 -218	-95%	-$19.7K	﹤0.01%	724
2019 Q2	$21K	Hold	230	–	–	0.02%	302
2019 Q1	$21K	Buy	+230	New	+$20.3K	0.02%	298

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

TS Financial Group (TSFG)'s IJT Position: Q1 2024 in Review

TS Financial Group (TSFG) sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2024, closing a stake of 124 shares — an estimated $16K sold.

TS Financial Group (TSFG) first reported a position in IJT in Q1 2019 and held it in 20 quarters. The position peaked at $56K in Q4 2021. 680 funds tracked by Wall St. Rank hold IJT as of Q1 2024.

TS Financial Group (TSFG) reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2024 after selling out during the quarter.
TS Financial Group (TSFG) sold 124 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2024, an estimated $16K.
TS Financial Group (TSFG) first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2019 and held it in 20 quarters.
TS Financial Group (TSFG)'s iShares S&P Small-Cap 600 Growth ETF position peaked at $56K 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 TS Financial Group (TSFG)'s 13F filing for Q1 2024, filed 16 Apr 2024.