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

Bartlett & Co’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	$30K	Hold	237	–	–	﹤0.01%	791
2023 Q3	$26K	Sell	237 -83	-26%	-$9.57K	﹤0.01%	764
2023 Q2	$37K	Hold	320	–	–	﹤0.01%	712
2023 Q1	$35K	Hold	320	–	–	﹤0.01%	617
2022 Q4	$35K	Hold	320	–	–	﹤0.01%	629
2022 Q3	$33K	Hold	320	–	–	﹤0.01%	629
2022 Q2	$34K	Hold	320	–	–	﹤0.01%	645
2022 Q1	$40K	Buy	+320	New	+$40.3K	﹤0.01%	624
2021 Q4	–	Sell	-320	Closed	-$42K	–	629
2021 Q3	$42K	Hold	320	–	–	﹤0.01%	534
2021 Q2	$42K	Hold	320	–	–	﹤0.01%	533
2021 Q1	$41K	Hold	320	–	–	﹤0.01%	570
2020 Q4	$37K	Hold	320	–	–	﹤0.01%	578
2020 Q3	$28K	Hold	320	–	–	﹤0.01%	579
2020 Q2	$27K	Buy	+320	New	+$24.9K	﹤0.01%	575
2019 Q3	$54K	Buy	+600	New	+$54.2K	﹤0.01%	516
2018 Q3	–	Sell	-544	Closed	-$51K	–	709
2018 Q2	$51K	Buy	+544	New	+$49.9K	﹤0.01%	426
2015 Q4	–	Sell	-60	Closed	-$4K	–	758
2015 Q3	$4K	Buy	+60	New	+$3.84K	﹤0.01%	673

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bartlett & Co's IJT Position: Q4 2023 in Review

Bartlett & Co held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q4 2023 at 237 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Bartlett & Co first reported a position in IJT in Q3 2015 and has held it in 17 quarters since. The position peaked at $54K in Q3 2019. 669 funds tracked by Wall St. Rank hold IJT as of Q4 2023.

Bartlett & Co held 237 shares of iShares S&P Small-Cap 600 Growth ETF worth $30K as of Q4 2023.
Bartlett & Co left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q4 2023.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #791 holding.
Bartlett & Co first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2015 and has held it in 17 quarters since.
Bartlett & Co's iShares S&P Small-Cap 600 Growth ETF position peaked at $54K in Q3 2019.
669 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.