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

Ahrens Investment Partners’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
Q1 		$298K Sell
2,714
-23
-0.8% -$2.59K 0.15% 108
2022
Q4 		$296K Sell
2,737
-225
-8% -$24.7K 0.13% 119
2022
Q3 		$301K Sell
2,962
-100
-3% -$11.2K 0.16% 110
2022
Q2 		$322K Sell
3,062
-640
-17% -$72.5K 0.14% 117
2022
Q1 		$463K Sell
3,702
-927
-20% -$117K 0.15% 110
2021
Q4 		$643K Buy
4,629
+64
+1% +$8.71K 0.28% 77
2021
Q3 		$594K Sell
4,565
-1,169
-20% -$154K 0.28% 91
2021
Q2 		$761K Buy
5,734
+1,875
+49% +$244K 0.35% 79
2021
Q1 		$495K Sell
3,859
-103
-3% -$13.1K 0.25% 109
2020
Q4 		$452K Sell
3,962
-40
-1% -$4.08K 0.24% 97
2020
Q3 		$353K Sell
4,002
-390
-9% -$34.9K 0.24% 96
2020
Q2 		$373K Sell
4,392
-3,800
-46% -$296K 0.23% 89
2020
Q1 		$565K Sell
8,192
-6,748
-45% -$596K 0.41% 54
2019
Q4 		$1.44M Sell
14,940
-942
-6% -$87K 0.6% 43
2019
Q3 		$1.42M Sell
15,882
-8,650
-35% -$781K 0.63% 41
2019
Q2 		$2.24M Sell
24,532
-870
-3% -$78.2K 1.02% 29
2019
Q1 		$2.27M Sell
25,402
-6,910
-21% -$611K 1.03% 26
2018
Q4 		$2.61M Sell
32,312
-1,560
-5% -$139K 1.22% 21
2018
Q3 		$3.42M Buy
33,872
+1,142
+3% +$115K 1.28% 21
2018
Q2 		$3.09M Buy
32,730
+564
+2% +$51.8K 1.29% 22
2018
Q1 		$2.8M Sell
32,166
-3,024
-9% -$263K 1.2% 23
2017
Q4 		$2.99M Buy
35,190
+120
+0.3% +$10K 1.21% 21
2017
Q3 		$2.88M Sell
35,070
-5,866
-14% -$457K 1.23% 21
2017
Q2 		$3.19M Buy
40,936
+364
+0.9% +$28K 1.38% 19
2017
Q1 		$3.1M Buy
40,572
+3,542
+10% +$268K 1.49% 20
2016
Q4 		$2.78M Buy
+37,030
New +$2.61M 1.46% 21

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Ahrens Investment Partners's IJT Position: Q1 2023 in Review

Ahrens Investment Partners reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.84% in Q1 2023, selling an estimated $2.59K and leaving 2,714 shares worth $298K. The position accounts for 0.15% of the portfolio, ranked #108.

Ahrens Investment Partners first reported a position in IJT in Q4 2016 and has held it in 26 quarters since. The position peaked at $3.42M in Q3 2018. 617 funds tracked by Wall St. Rank hold IJT as of Q1 2023.

  • Ahrens Investment Partners held 2,714 shares of iShares S&P Small-Cap 600 Growth ETF worth $298K as of Q1 2023.
  • Ahrens Investment Partners sold 23 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2023, an estimated $2.59K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.15% of Ahrens Investment Partners's portfolio in Q1 2023, its #108 holding.
  • Ahrens Investment Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2016 and has held it in 26 quarters since.
  • Ahrens Investment Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.42M in Q3 2018.
  • 617 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.