API
IJT icon

Advisor Partners II’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Advisor Partners II’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
Q3 		$241K Buy
2,199
+147
+7% +$17K 0.01% 1073
2023
Q2 		$236K Hold
2,052
– – 0.01% 920
2023
Q1 		$226K Hold
2,052
– – 0.01% 875
2022
Q4 		$222K Hold
2,052
– – 0.01% 811
2022
Q3 		$209K Buy
+2,052
New +$230K 0.02% 746

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Advisor Partners II's IJT Position: Q3 2023 in Review

Advisor Partners II increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 7.2% in Q3 2023, buying an estimated $17K and bringing the position to 2,199 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #1073.

Advisor Partners II first reported a position in IJT in Q3 2022 and has held it in 5 quarters since. 615 funds tracked by Wall St. Rank hold IJT as of Q3 2023.

  • Advisor Partners II held 2,199 shares of iShares S&P Small-Cap 600 Growth ETF worth $241K as of Q3 2023.
  • Advisor Partners II bought 147 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2023, an estimated $17K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #1073 holding.
  • Advisor Partners II first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2022 and has held it in 5 quarters since.
  • 615 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.