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AlphaStar Capital Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

AlphaStar Capital Management’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
2022
Q3 		– Sell
-2,104
Closed -$222K – 333
2022
Q2 		$222K Sell
2,104
-333
-14% -$37.7K 0.02% 312
2022
Q1 		$305K Buy
2,437
+190
+8% +$24K 0.02% 302
2021
Q4 		$300K Sell
2,247
-35
-2% -$4.76K 0.02% 308
2021
Q3 		$307K Sell
2,282
-6,183
-73% -$815K 0.02% 305
2021
Q2 		$1.11M Buy
8,465
+6,297
+290% +$820K 0.14% 110
2021
Q1 		$278K Hold
2,168
– – 0.04% 193
2020
Q4 		$266K Sell
2,168
-2,168
-50% -$221K 0.05% 187
2020
Q3 		$203K Buy
+4,336
New +$388K 0.04% 176
2020
Q1 		– Sell
-2,654
Closed -$256K – 207
2019
Q4 		$256K Buy
2,654
+2
+0.1% +$185 0.06% 196
2019
Q3 		$237K Sell
2,652
-104
-4% -$9.39K 0.06% 197
2019
Q2 		$252K Sell
2,756
-324
-11% -$29.1K 0.06% 190
2019
Q1 		$275K Sell
3,080
-68
-2% -$6.01K 0.08% 169
2018
Q4 		$254K Sell
3,148
-88
-3% -$7.84K 0.08% 180
2018
Q3 		$326K Sell
3,236
-250
-7% -$25.1K 0.1% 173
2018
Q2 		$329K Buy
+3,486
New +$320K 0.1% 180

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AlphaStar Capital Management's IJT Position: Q3 2022 in Review

AlphaStar Capital Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2022, closing a stake of 2,104 shares — an estimated $222K sold.

AlphaStar Capital Management first reported a position in IJT in Q2 2018 and held it in 15 quarters. The position peaked at $1.11M in Q2 2021. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2022.

  • AlphaStar Capital Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • AlphaStar Capital Management sold 2,104 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2022, an estimated $222K.
  • AlphaStar Capital Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and held it in 15 quarters.
  • AlphaStar Capital Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.11M in Q2 2021.
  • 593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2022.

Based on AlphaStar Capital Management's 13F filing for Q3 2022, filed 21 Oct 2022.