Industrial Alliance Investment Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Industrial Alliance Investment 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
2023 Q3	–	Sell	-374	Closed	-$43K	–	81
2023 Q2	$43K	Sell	374 -278	-43%	-$30.4K	0.02%	132
2023 Q1	$72K	Sell	652 -979	-60%	-$110K	﹤0.01%	490
2022 Q4	$176K	Sell	1,631 -794	-33%	-$87.3K	﹤0.01%	363
2022 Q3	$247K	Buy	2,425 +14	+0.6%	+$1.57K	0.01%	326
2022 Q2	$254K	Buy	2,411 +664	+38%	+$75.3K	0.01%	331
2022 Q1	$219K	Buy	1,747 +1,387	+385%	+$175K	0.01%	383
2021 Q4	$48K	Buy	+360	New	+$49K	﹤0.01%	382

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 $202B AUM 37.79% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Industrial Alliance Investment Management's IJT Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2023, closing a stake of 374 shares — an estimated $43K sold.

Industrial Alliance Investment Management first reported a position in IJT in Q4 2021 and held it in 7 quarters. The position peaked at $254K in Q2 2022. 615 funds tracked by Wall St. Rank hold IJT as of Q3 2023.

Industrial Alliance Investment Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 374 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2023, an estimated $43K.
Industrial Alliance Investment Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2021 and held it in 7 quarters.
Industrial Alliance Investment Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $254K in Q2 2022.
615 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.