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

Columbia 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
2023 Q4	$620K	Buy	4,955 +2,548	+106%	+$286K	0.28%	85
2023 Q3	$264K	Buy	2,407 +302	+14%	+$34.8K	0.15%	112
2023 Q2	$242K	Sell	2,105 -26	-1%	-$2.84K	0.14%	115
2023 Q1	$234K	Sell	2,131 -692	-25%	-$78K	0.14%	118
2022 Q4	$305K	Buy	2,823 +540	+24%	+$59.4K	0.17%	120
2022 Q3	$232K	Sell	2,283 -255	-10%	-$28.6K	0.13%	122
2022 Q2	$267K	Sell	2,538 -1,013	-29%	-$115K	0.14%	119
2022 Q1	$428K	Buy	3,551 +1,990	+127%	+$251K	0.2%	104
2021 Q4	$203K	Hold	1,561	–	–	0.11%	138
2021 Q3	$203K	Hold	1,561	–	–	0.11%	139
2021 Q2	$207K	Buy	+1,561	New	+$203K	0.12%	139

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

Columbia Trust's IJT Position: Q4 2023 in Review

Columbia Trust increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 106% in Q4 2023, buying an estimated $286K and bringing the position to 4,955 shares worth $620K. The position accounts for 0.28% of the portfolio, ranked #85.

Columbia Trust first reported a position in IJT in Q2 2021 and has held it in 11 quarters since. 669 funds tracked by Wall St. Rank hold IJT as of Q4 2023.

Columbia Trust held 4,955 shares of iShares S&P Small-Cap 600 Growth ETF worth $620K as of Q4 2023.
Columbia Trust bought 2,548 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2023, an estimated $286K.
iShares S&P Small-Cap 600 Growth ETF made up 0.28% of Columbia Trust's portfolio in Q4 2023, its #85 holding.
Columbia Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2021 and has held it in 11 quarters since.
669 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on Columbia Trust's 13F filing for Q4 2023, filed 17 Jan 2024.