JIR
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James Investment Research’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

James Investment Research’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
Q2 		– Sell
-2,725
Closed -$300K – 397
2023
Q1 		$300K Sell
2,725
-52
-2% -$5.86K 0.04% 234
2022
Q4 		$300K Sell
2,777
-71
-2% -$7.81K 0.04% 224
2022
Q3 		$290K Sell
2,848
-982
-26% -$110K 0.04% 222
2022
Q2 		$403K Buy
+3,830
New +$434K 0.05% 194

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

James Investment Research's IJT Position: Q2 2023 in Review

James Investment Research sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2023, closing a stake of 2,725 shares — an estimated $300K sold.

James Investment Research first reported a position in IJT in Q2 2022 and held it in 4 quarters. The position peaked at $403K in Q2 2022. 625 funds tracked by Wall St. Rank hold IJT as of Q2 2023.

  • James Investment Research reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 2,725 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2023, an estimated $300K.
  • James Investment Research first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2022 and held it in 4 quarters.
  • James Investment Research's iShares S&P Small-Cap 600 Growth ETF position peaked at $403K in Q2 2022.
  • 625 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.