Arvest Bank Trust Division’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Arvest Bank Trust Division’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 Q4	–	Sell	-2,289	Closed	-$319K	–	175
2024 Q3	$319K	Buy	+2,289	New	+$309K	0.02%	145
2021 Q3	$348K	Hold	2,674	–	–	0.02%	131
2021 Q2	$355K	Hold	2,674	–	–	0.02%	124
2021 Q1	$343K	Hold	2,674	–	–	0.02%	119
2020 Q4	$305K	Hold	2,674	–	–	0.02%	117
2020 Q3	$236K	Hold	2,674	–	–	0.02%	117
2020 Q2	$227K	Buy	+2,674	New	+$208K	0.02%	113
2020 Q1	–	Sell	-2,674	Closed	-$258K	–	130
2019 Q4	$258K	Hold	2,674	–	–	0.02%	114
2019 Q3	$238K	Hold	2,674	–	–	0.02%	126
2019 Q2	$244K	Hold	2,674	–	–	0.02%	110
2019 Q1	$239K	Hold	2,674	–	–	0.02%	117
2018 Q4	$216K	Buy	+2,674	New	+$238K	0.02%	113

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Arvest Bank Trust Division's IJT Position: Q4 2024 in Review

Arvest Bank Trust Division sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2024, closing a stake of 2,289 shares — an estimated $319K sold.

Arvest Bank Trust Division first reported a position in IJT in Q4 2018 and held it in 12 quarters. The position peaked at $355K in Q2 2021. 754 funds tracked by Wall St. Rank hold IJT as of Q4 2024.

Arvest Bank Trust Division reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2024 after selling out during the quarter.
Arvest Bank Trust Division sold 2,289 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2024, an estimated $319K.
Arvest Bank Trust Division first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and held it in 12 quarters.
Arvest Bank Trust Division's iShares S&P Small-Cap 600 Growth ETF position peaked at $355K in Q2 2021.
754 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2024.

Based on Arvest Bank Trust Division's 13F filing for Q4 2024, filed 13 Feb 2025.