Whitaker-Myers Wealth Managers’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Whitaker-Myers Wealth Managers’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	-2,007	Closed	-$258K	–	114
2024 Q2	$258K	Sell	2,007 -4,172	-68%	-$534K	0.1%	88
2024 Q1	$808K	Sell	6,179 -6,660	-52%	-$831K	0.34%	49
2023 Q4	$1.61M	Buy	12,839 +987	+8%	+$111K	0.8%	22
2023 Q3	$1.3M	Buy	11,852 +1,132	+11%	+$131K	0.81%	24
2023 Q2	$1.23M	Buy	10,720 +1,083	+11%	+$118K	0.83%	28
2023 Q1	$1.06M	Buy	9,637 +2,361	+32%	+$266K	0.82%	29
2022 Q4	$786K	Buy	+7,276	New	+$800K	0.75%	32

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

Whitaker-Myers Wealth Managers's IJT Position: Q3 2024 in Review

Whitaker-Myers Wealth Managers sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2024, closing a stake of 2,007 shares — an estimated $258K sold.

Whitaker-Myers Wealth Managers first reported a position in IJT in Q4 2022 and held it in 7 quarters. The position peaked at $1.61M in Q4 2023. 703 funds tracked by Wall St. Rank hold IJT as of Q3 2024.

Whitaker-Myers Wealth Managers reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2024 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 2,007 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2024, an estimated $258K.
Whitaker-Myers Wealth Managers first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and held it in 7 quarters.
Whitaker-Myers Wealth Managers's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.61M in Q4 2023.
703 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2024, filed 18 Oct 2024.