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

Tyler-Stone 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
Q3 		– Sell
-100
Closed -$12.8K – 607
2024
Q2 		$12.8K Hold
100
– – 0.01% 617
2024
Q1 		$13.1K Hold
100
– – 0.01% 605
2023
Q4 		$12.5K Hold
100
– – 0.01% 596
2023
Q3 		$11K Hold
100
– – 0.01% 588
2023
Q2 		$11K Buy
+100
New +$10.9K 0.01% 591
2022
Q4 		$11K Hold
100
– – 0.01% 540
2022
Q3 		$10K Hold
100
– – 0.01% 535
2022
Q2 		$11K Hold
100
– – 0.01% 535
2022
Q1 		$13K Hold
100
– – 0.01% 527
2021
Q4 		$14K Buy
+100
New +$13.6K 0.01% 540

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return