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Carmichael Hill & Associates’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Carmichael Hill & Associates’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
Q3 		$305K Buy
2,186
+15
+0.7% +$2.02K 0.11% 145
2024
Q2 		$279K Sell
2,171
-60
-3% -$7.67K 0.11% 143
2024
Q1 		$292K Sell
2,231
-508
-19% -$63.4K 0.12% 141
2023
Q4 		$343K Buy
2,739
+138
+5% +$15.5K 0.14% 121
2023
Q3 		$285K Hold
2,601
– – 0.13% 128
2023
Q2 		$299K Buy
2,601
+191
+8% +$20.9K 0.13% 127
2023
Q1 		$265K Sell
2,410
-360
-13% -$40.6K 0.13% 131
2022
Q4 		$299K Hold
2,770
– – 0.15% 121
2022
Q3 		$282K Buy
2,770
+18
+0.7% +$2.02K 0.15% 120
2022
Q2 		$290K Hold
2,752
– – 0.15% 123
2022
Q1 		$344K Hold
2,752
– – 0.16% 115
2021
Q4 		$382K Sell
2,752
-59
-2% -$8.03K 0.17% 119
2021
Q3 		$366K Buy
2,811
+43
+2% +$5.67K 0.18% 115
2021
Q2 		$367K Buy
2,768
+15
+0.5% +$1.95K 0.19% 106
2021
Q1 		$353K Sell
2,753
-140
-5% -$17.8K 0.19% 103
2020
Q4 		$330K Sell
2,893
-85
-3% -$8.66K 0.19% 102
2020
Q3 		$263K Hold
2,978
– – 0.17% 111
2020
Q2 		$253K Hold
2,978
– – 0.19% 110
2020
Q1 		$205K Hold
2,978
– – 0.18% 110
2019
Q4 		$288K Sell
2,978
-340
-10% -$31.4K 0.2% 101
2019
Q3 		$296K Hold
3,318
– – 0.29% 82
2019
Q2 		$303K Hold
3,318
– – 0.3% 84
2019
Q1 		$296K Buy
3,318
+300
+10% +$26.5K 0.31% 83
2018
Q4 		$243K Hold
3,018
– – 0.28% 89
2018
Q3 		$304K Hold
3,018
– – 0.29% 82
2018
Q2 		$285K Hold
3,018
– – 0.31% 83
2018
Q1 		$262K Hold
3,018
– – 0.29% 92
2017
Q4 		$257K Buy
+3,018
New +$252K 0.28% 91

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carmichael Hill & Associates's IJT Position: Q3 2024 in Review

Carmichael Hill & Associates increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.69% in Q3 2024, buying an estimated $2.02K and bringing the position to 2,186 shares worth $305K. The position accounts for 0.11% of the portfolio, ranked #145.

Carmichael Hill & Associates first reported a position in IJT in Q4 2017 and has held it in 28 quarters since. The position peaked at $382K in Q4 2021. 703 funds tracked by Wall St. Rank hold IJT as of Q3 2024.

  • Carmichael Hill & Associates held 2,186 shares of iShares S&P Small-Cap 600 Growth ETF worth $305K as of Q3 2024.
  • Carmichael Hill & Associates bought 15 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2024, an estimated $2.02K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.11% of Carmichael Hill & Associates's portfolio in Q3 2024, its #145 holding.
  • Carmichael Hill & Associates first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and has held it in 28 quarters since.
  • Carmichael Hill & Associates's iShares S&P Small-Cap 600 Growth ETF position peaked at $382K in Q4 2021.
  • 703 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.