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Baker Avenue Asset Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Baker Avenue Asset 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
Q4 		– Sell
-236
Closed -$25.9K – 893
2023
Q3 		$25.9K Hold
236
– – ﹤0.01% 614
2023
Q2 		$27.1K Buy
236
+16
+7% +$1.75K ﹤0.01% 606
2023
Q1 		$24.2K Buy
+220
New +$24.8K ﹤0.01% 634

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baker Avenue Asset Management's IJT Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2023, closing a stake of 236 shares — an estimated $25.9K sold.

Baker Avenue Asset Management first reported a position in IJT in Q1 2023 and held it in 3 quarters. The position peaked at $27.1K in Q2 2023. 669 funds tracked by Wall St. Rank hold IJT as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 236 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2023, an estimated $25.9K.
  • Baker Avenue Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2023 and held it in 3 quarters.
  • Baker Avenue Asset Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $27.1K in Q2 2023.
  • 669 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.