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

Cambridge Trust’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	$135K	Hold	1,030	–	–	0.01%	309
2023 Q4	$129K	Hold	1,030	–	–	0.01%	312
2023 Q3	$113K	Hold	1,030	–	–	0.01%	325
2023 Q2	$118K	Hold	1,030	–	–	0.01%	333
2023 Q1	$113K	Hold	1,030	–	–	0.01%	336
2022 Q4	$111K	Hold	1,030	–	–	0.01%	349
2022 Q3	$105K	Hold	1,030	–	–	0.01%	354
2022 Q2	$108K	Hold	1,030	–	–	﹤0.01%	375
2022 Q1	$129K	Hold	1,030	–	–	﹤0.01%	386
2021 Q4	$143K	Buy	+1,030	New	+$140K	﹤0.01%	383
2021 Q2	–	Sell	-2,000	Closed	-$256K	–	278
2021 Q1	$256K	Hold	2,000	–	–	0.01%	235
2020 Q4	$228K	Buy	+2,000	New	+$204K	0.01%	216
2020 Q1	–	Sell	-2,190	Closed	-$212K	–	248
2019 Q4	$212K	Buy	+2,190	New	+$202K	0.01%	262
2018 Q4	–	Sell	-2,000	Closed	-$202K	–	243
2018 Q3	$202K	Buy	+2,000	New	+$201K	0.01%	241
2014 Q4	–	Sell	-5,000	Closed	-$281K	–	226
2014 Q3	$281K	Hold	5,000	–	–	0.03%	173
2014 Q2	$302K	Sell	5,000 -1,330	-21%	-$77.2K	0.03%	166
2014 Q1	$377K	Buy	+6,330	New	+$372K	0.03%	143

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 29.2% 1-Year Est. Return

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

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

Cambridge Trust's IJT Position: Q1 2024 in Review

Cambridge Trust held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2024 at 1,030 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #309.

Cambridge Trust first reported a position in IJT in Q1 2014 and has held it in 17 quarters since. The position peaked at $377K in Q1 2014. 680 funds tracked by Wall St. Rank hold IJT as of Q1 2024.

Cambridge Trust held 1,030 shares of iShares S&P Small-Cap 600 Growth ETF worth $135K as of Q1 2024.
Cambridge Trust left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2024.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Cambridge Trust's portfolio in Q1 2024, its #309 holding.
Cambridge Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2014 and has held it in 17 quarters since.
Cambridge Trust's iShares S&P Small-Cap 600 Growth ETF position peaked at $377K in Q1 2014.
680 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.