WestHill Financial Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

WestHill Financial 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
2023 Q4	–	Sell	-10	Closed	-$1.1K	–	88
2023 Q3	$1.1K	Hold	10	–	–	﹤0.01%	116
2023 Q2	$1.15K	Hold	10	–	–	﹤0.01%	110
2023 Q1	$1.1K	Hold	10	–	–	﹤0.01%	113
2022 Q4	$1.08K	Hold	10	–	–	﹤0.01%	118
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	110
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	113
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	121
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	126
2021 Q3	$1K	Buy	+10	New	+$1.32K	﹤0.01%	109
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	84
2020 Q4	$1K	Buy	+10	New	+$1.02K	﹤0.01%	83

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WestHill Financial Advisors's IJT Position: Q4 2023 in Review

WestHill Financial Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2023, closing a stake of 10 shares — an estimated $1.1K sold.

WestHill Financial Advisors first reported a position in IJT in Q4 2020 and held it in 11 quarters. The position peaked at $1.15K in Q2 2023. 669 funds tracked by Wall St. Rank hold IJT as of Q4 2023.

WestHill Financial Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 10 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2023, an estimated $1.1K.
WestHill Financial Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and held it in 11 quarters.
WestHill Financial Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.15K in Q2 2023.
669 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.