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

Creekmur Asset 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
-113
Closed -$14.2K – 873
2023
Q4 		$14.2K Buy
+113
New +$12.7K ﹤0.01% 473

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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creekmur Asset Management's IJT Position: Q1 2024 in Review

Creekmur Asset Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2024, closing a stake of 113 shares — an estimated $14.2K sold.

Creekmur Asset Management first reported a position in IJT in Q4 2023 and held it in 1 quarter. The position peaked at $14.2K in Q4 2023. 680 funds tracked by Wall St. Rank hold IJT as of Q1 2024.

  • Creekmur Asset Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 113 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2024, an estimated $14.2K.
  • Creekmur Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and held it in 1 quarter.
  • Creekmur Asset Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $14.2K in Q4 2023.
  • 680 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2024.

Based on Creekmur Asset Management's 13F filing for Q1 2024, filed 16 May 2024.