Avion Wealth’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Avion Wealth’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 Q4	–	Sell	-20	Closed	-$2K	–	1202
2023 Q3	$2K	Hold	20	–	–	﹤0.01%	486
2023 Q2	$2K	Hold	20	–	–	﹤0.01%	477
2023 Q1	$2K	Hold	20	–	–	﹤0.01%	383
2022 Q4	$2K	Hold	20	–	–	﹤0.01%	382
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	398
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	396
2022 Q1	$3K	Hold	20	–	–	﹤0.01%	323
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	319
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	307
2021 Q2	$3K	Hold	20	–	–	﹤0.01%	291
2021 Q1	$3K	Hold	20	–	–	﹤0.01%	286
2020 Q4	$2K	Hold	20	–	–	﹤0.01%	304
2020 Q3	$2K	Hold	20	–	–	﹤0.01%	270
2020 Q2	$2K	Hold	20	–	–	﹤0.01%	242
2020 Q1	$1K	Buy	+20	New	+$1.76K	﹤0.01%	282

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Avion Wealth's IJT Position: Q4 2023 in Review

Avion Wealth sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2023, closing a stake of 20 shares — an estimated $2K sold.

Avion Wealth first reported a position in IJT in Q1 2020 and held it in 15 quarters. The position peaked at $3K in Q1 2022. 669 funds tracked by Wall St. Rank hold IJT as of Q4 2023.

Avion Wealth reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2023 after selling out during the quarter.
Avion Wealth sold 20 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2023, an estimated $2K.
Avion Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2020 and held it in 15 quarters.
Avion Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $3K in Q1 2022.
669 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.