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

Anchor Investment 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
2023 Q3	–	Sell	-26	Closed	-$2.99K	–	988
2023 Q2	$2.99K	Hold	26	–	–	﹤0.01%	867
2023 Q1	$2.86K	Hold	26	–	–	﹤0.01%	878
2022 Q4	$2.81K	Hold	26	–	–	﹤0.01%	853
2022 Q3	$2.64K	Hold	26	–	–	﹤0.01%	868
2022 Q2	$2.74K	Hold	26	–	–	﹤0.01%	871
2022 Q1	$3.25K	Sell	26 -120	-82%	-$15.1K	﹤0.01%	880
2021 Q4	$20.3K	Buy	+146	New	+$19.9K	﹤0.01%	695

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Anchor Investment Management's IJT Position: Q3 2023 in Review

Anchor Investment Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2023, closing a stake of 26 shares — an estimated $2.99K sold.

Anchor Investment Management first reported a position in IJT in Q4 2021 and held it in 7 quarters. The position peaked at $20.3K in Q4 2021. 615 funds tracked by Wall St. Rank hold IJT as of Q3 2023.

Anchor Investment Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2023 after selling out during the quarter.
Anchor Investment Management sold 26 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2023, an estimated $2.99K.
Anchor Investment Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and held it in 7 quarters.
Anchor Investment Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $20.3K in Q4 2021.
615 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2023.

Based on Anchor Investment Management's 13F filing for Q3 2023, filed 2 Jan 2024.