Woodmont Investment Counsel’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Woodmont Investment Counsel’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 Q2	–	Sell	-155	Closed	-$20.3K	–	296
2024 Q1	$20.3K	Buy	+155	New	+$19.3K	﹤0.01%	321
2016 Q4	–	Sell	-500	Closed	-$34K	–	398
2016 Q3	$34K	Buy	+500	New	+$33.7K	0.01%	299
2016 Q2	–	Sell	-500	Closed	-$31K	–	320
2016 Q1	$31K	Hold	500	–	–	0.01%	310
2015 Q4	$31K	Buy	500 +200	+67%	+$12.7K	0.01%	316
2015 Q3	$18K	Hold	300	–	–	0.01%	354
2015 Q2	$20K	Buy	+300	New	+$19.6K	0.01%	353

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Woodmont Investment Counsel's IJT Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2024, closing a stake of 155 shares — an estimated $20.3K sold.

Woodmont Investment Counsel first reported a position in IJT in Q2 2015 and held it in 6 quarters. The position peaked at $34K in Q3 2016. 685 funds tracked by Wall St. Rank hold IJT as of Q2 2024.

Woodmont Investment Counsel reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2024 after selling out during the quarter.
Woodmont Investment Counsel sold 155 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2024, an estimated $20.3K.
Woodmont Investment Counsel first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2015 and held it in 6 quarters.
Woodmont Investment Counsel's iShares S&P Small-Cap 600 Growth ETF position peaked at $34K in Q3 2016.
685 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.