UL
IJT icon

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

Unionview LLC’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 		$214K Buy
1,581
+4
+0.3% +$566 0.16% 86
2024
Q3 		$220K Buy
1,577
+6
+0.4% +$809 0.17% 89
2024
Q2 		$202K Buy
1,571
+5
+0.3% +$640 0.16% 88
2024
Q1 		$205K Buy
+1,566
New +$195K 0.17% 89

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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B 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 $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Unionview LLC's IJT Position: Q4 2024 in Review

Unionview LLC increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.25% in Q4 2024, buying an estimated $566 and bringing the position to 1,581 shares worth $214K. The position accounts for 0.16% of the portfolio, ranked #86.

Unionview LLC first reported a position in IJT in Q1 2024 and has held it in 4 quarters since. The position peaked at $220K in Q3 2024. 752 funds tracked by Wall St. Rank hold IJT as of Q4 2024.

  • Unionview LLC held 1,581 shares of iShares S&P Small-Cap 600 Growth ETF worth $214K as of Q4 2024.
  • Unionview LLC bought 4 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2024, an estimated $566.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.16% of Unionview LLC's portfolio in Q4 2024, its #86 holding.
  • Unionview LLC first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2024 and has held it in 4 quarters since.
  • Unionview LLC's iShares S&P Small-Cap 600 Growth ETF position peaked at $220K in Q3 2024.
  • 752 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.