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

Kelly 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
Q3 		– Sell
-198
Closed -$25.5K – 410
2024
Q2 		$25.5K Sell
198
-3
-1% -$384 0.01% 299
2024
Q1 		$26.3K Hold
201
– – 0.01% 295
2023
Q4 		$25.1K Sell
201
-30
-13% -$3.37K 0.01% 275
2023
Q3 		$25.4K Sell
231
-150
-39% -$17.3K 0.01% 256
2023
Q2 		$43.8K Sell
381
-225
-37% -$24.6K 0.02% 203
2023
Q1 		$66.6K Sell
606
-1,812
-75% -$204K 0.03% 151
2022
Q4 		$261K Sell
2,418
-5
-0.2% -$550 0.14% 77
2022
Q3 		$246K Buy
2,423
+1,582
+188% +$178K 0.14% 71
2022
Q2 		$88.6K Buy
841
+249
+42% +$28.2K 0.05% 122
2022
Q1 		$74K Buy
592
+25
+4% +$3.15K 0.03% 139
2021
Q4 		$78.7K Sell
567
-45,355
-99% -$6.17M 0.04% 140
2021
Q3 		$5.97M Sell
45,922
-1,402
-3% -$185K 3.36% 9
2021
Q2 		$6.28M Buy
47,324
+480
+1% +$62.5K 3.56% 9
2021
Q1 		$6.01M Sell
46,844
-4,657
-9% -$592K 3.73% 9
2020
Q4 		$5.88M Sell
51,501
-59,515
-54% -$6.07M 4.01% 8
2020
Q3 		$9.79M Buy
111,016
+71,754
+183% +$6.42M 7.04% 8
2020
Q2 		$3.33M Buy
+39,262
New +$3.06M 2.59% 8

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
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kelly Financial Services's IJT Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2024, closing a stake of 198 shares — an estimated $25.5K sold.

Kelly Financial Services first reported a position in IJT in Q2 2020 and held it in 17 quarters. The position peaked at $9.79M in Q3 2020. 703 funds tracked by Wall St. Rank hold IJT as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 198 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2024, an estimated $25.5K.
  • Kelly Financial Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2020 and held it in 17 quarters.
  • Kelly Financial Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $9.79M in Q3 2020.
  • 703 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.