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HBC Financial Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

HBC Financial Services’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
Q2 		– Sell
-2
Closed – – 170
2024
Q1 		$0 Hold
2
– – ﹤0.01% 171
2023
Q4 		$0 Hold
2
– – ﹤0.01% 180
2023
Q3 		$0 Hold
2
– – ﹤0.01% 185
2023
Q2 		$0 Buy
+2
New +$218 ﹤0.01% 191
2020
Q4 		– Sell
-42
Closed -$2K – 178
2020
Q3 		$2K Buy
+42
New +$3.76K ﹤0.01% 148

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HBC Financial Services's IJT Position: Q2 2024 in Review

HBC Financial Services sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2024, closing a stake of 2 shares.

HBC Financial Services first reported a position in IJT in Q3 2020 and held it in 5 quarters. The position peaked at $2K in Q3 2020. 685 funds tracked by Wall St. Rank hold IJT as of Q2 2024.

  • HBC Financial Services reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • HBC Financial Services sold 2 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2024.
  • HBC Financial Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2020 and held it in 5 quarters.
  • HBC Financial Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $2K in Q3 2020.
  • 685 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2024.

Based on HBC Financial Services's 13F filing for Q2 2024, filed 7 Aug 2024.