Bourgeon Capital Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Bourgeon Capital 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
2024 Q1	–	Sell	-405	Closed	-$50.7K	–	228
2023 Q4	$50.7K	Buy	405 +5	+1%	+$561	0.01%	153
2023 Q3	$43.9K	Hold	400	–	–	0.01%	147
2023 Q2	$46K	Sell	400 -65	-14%	-$7.1K	0.01%	152
2023 Q1	$51.1K	Buy	465 +5	+1%	+$564	0.01%	141
2022 Q4	$49.7K	Buy	+460	New	+$50.6K	0.01%	153

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

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

Bourgeon Capital Management's IJT Position: Q1 2024 in Review

Bourgeon Capital Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2024, closing a stake of 405 shares — an estimated $50.7K sold.

Bourgeon Capital Management first reported a position in IJT in Q4 2022 and held it in 5 quarters. The position peaked at $51.1K in Q1 2023. 680 funds tracked by Wall St. Rank hold IJT as of Q1 2024.

Bourgeon Capital Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2024 after selling out during the quarter.
Bourgeon Capital Management sold 405 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2024, an estimated $50.7K.
Bourgeon Capital Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and held it in 5 quarters.
Bourgeon Capital Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $51.1K in Q1 2023.
680 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.