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Bleakley Financial Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Bleakley Financial Group’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
-2,601
Closed -$299K – 919
2023
Q2 		$299K Buy
2,601
+574
+28% +$62.7K 0.01% 725
2023
Q1 		$223K Sell
2,027
-329
-14% -$37.1K 0.01% 789
2022
Q4 		$255K Buy
+2,356
New +$259K 0.01% 738

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Bleakley Financial Group's IJT Position: Q3 2023 in Review

Bleakley Financial Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2023, closing a stake of 2,601 shares — an estimated $299K sold.

Bleakley Financial Group first reported a position in IJT in Q4 2022 and held it in 3 quarters. The position peaked at $299K in Q2 2023. 615 funds tracked by Wall St. Rank hold IJT as of Q3 2023.

  • Bleakley Financial Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Bleakley Financial Group sold 2,601 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2023, an estimated $299K.
  • Bleakley Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and held it in 3 quarters.
  • Bleakley Financial Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $299K in Q2 2023.
  • 615 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2023.

Based on Bleakley Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.