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 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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 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

Tyler-Stone Wealth Management's IJT Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2024, closing a stake of 100 shares — an estimated $12.8K sold.

Tyler-Stone Wealth Management first reported a position in IJT in Q4 2021 and held it in 10 quarters. The position peaked at $14K in Q4 2021. 704 funds tracked by Wall St. Rank hold IJT as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 100 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2024, an estimated $12.8K.
Tyler-Stone Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $14K in Q4 2021.
704 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.