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

Keel Point’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	-2,131	Closed	-$279K	–	452
2024 Q1	$279K	Buy	2,131 +23	+1%	+$2.87K	0.03%	299
2023 Q4	$264K	Sell	2,108 -78	-4%	-$8.75K	0.03%	281
2023 Q3	$240K	Buy	+2,186	New	+$252K	0.03%	270
2023 Q2	–	Sell	-1,838	Closed	-$202K	–	322
2023 Q1	$202K	Sell	1,838 -296	-14%	-$33.4K	0.03%	291
2022 Q4	$231K	Buy	2,134 +15	+0.7%	+$1.65K	0.04%	254
2022 Q3	$215K	Hold	2,119	–	–	0.04%	230
2022 Q2	$253K	Buy	2,119 +463	+28%	+$52.5K	0.04%	218
2022 Q1	$207K	Buy	1,656 +120	+8%	+$15.1K	0.03%	248
2021 Q4	$213K	Buy	+1,536	New	+$209K	0.02%	250
2021 Q2	–	Sell	-3,744	Closed	-$480K	–	295
2021 Q1	$480K	Sell	3,744 -1,791	-32%	-$228K	0.05%	162
2020 Q4	$632K	Buy	5,535 +1,663	+43%	+$169K	0.06%	137
2020 Q3	$342K	Sell	3,872 -1,998	-34%	-$179K	0.03%	166
2020 Q2	$498K	Buy	5,870 +2,248	+62%	+$175K	0.05%	128
2020 Q1	$250K	Buy	+3,622	New	+$320K	0.03%	153

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 29.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Keel Point's IJT Position: Q2 2024 in Review

Keel Point sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2024, closing a stake of 2,131 shares — an estimated $279K sold.

Keel Point first reported a position in IJT in Q1 2020 and held it in 14 quarters. The position peaked at $632K in Q4 2020. 686 funds tracked by Wall St. Rank hold IJT as of Q2 2024.

Keel Point reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2024 after selling out during the quarter.
Keel Point sold 2,131 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2024, an estimated $279K.
Keel Point first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2020 and held it in 14 quarters.
Keel Point's iShares S&P Small-Cap 600 Growth ETF position peaked at $632K in Q4 2020.
686 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2024.

Based on Keel Point's 13F filing for Q2 2024, filed 14 Aug 2024.