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

Kovack Advisors’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
Q1 		– Sell
-1,747
Closed -$219K – 546
2023
Q4 		$219K Buy
+1,747
New +$196K 0.03% 503
2023
Q1 		– Sell
-2,089
Closed -$226K – 638
2022
Q4 		$226K Sell
2,089
-46
-2% -$5.06K 0.03% 489
2022
Q3 		$217K Buy
2,135
+4
+0.2% +$449 0.03% 505
2022
Q2 		$224K Sell
2,131
-183
-8% -$20.7K 0.03% 539
2022
Q1 		$289K Buy
2,314
+3
+0.1% +$378 0.03% 543
2021
Q4 		$321K Sell
2,311
-11
-0.5% -$1.5K 0.03% 502
2021
Q3 		$302K Buy
2,322
+16
+0.7% +$2.11K 0.03% 526
2021
Q2 		$306K Buy
2,306
+1
+0% +$130 0.03% 510
2021
Q1 		$296K Buy
2,305
+2
+0.1% +$254 0.04% 459
2020
Q4 		$263K Buy
+2,303
New +$235K 0.04% 446
2019
Q4 		– Sell
-3,888
Closed -$347K – 518
2019
Q3 		$347K Sell
3,888
-100
-3% -$9.03K 0.07% 300
2019
Q2 		$364K Sell
3,988
-2,034
-34% -$183K 0.08% 258
2019
Q1 		$537K Sell
6,022
-942
-14% -$83.2K 0.13% 186
2018
Q4 		$562K Sell
6,964
-402
-5% -$35.8K 0.16% 148
2018
Q3 		$743K Buy
+7,366
New +$740K 0.19% 131
2018
Q2 		– Sell
-5,180
Closed -$450K – 481
2018
Q1 		$450K Buy
5,180
+1,758
+51% +$153K 0.11% 214
2017
Q4 		$291K Buy
+3,422
New +$286K 0.07% 310
2017
Q3 		– Sell
-8,722
Closed -$680K – 391
2017
Q2 		$680K Buy
+8,722
New +$671K 0.21% 112
2014
Q2 		– Sell
-5,598
Closed -$319K – 125
2014
Q1 		$319K Buy
5,598
+356
+7% +$20.9K 1.09% 32
2013
Q4 		$311K Buy
+5,242
New +$298K 1.69% 18

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kovack Advisors's IJT Position: Q1 2024 in Review

Kovack Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2024, closing a stake of 1,747 shares — an estimated $219K sold.

Kovack Advisors first reported a position in IJT in Q4 2013 and held it in 20 quarters. The position peaked at $743K in Q3 2018. 680 funds tracked by Wall St. Rank hold IJT as of Q1 2024.

  • Kovack Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Kovack Advisors sold 1,747 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2024, an estimated $219K.
  • Kovack Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2013 and held it in 20 quarters.
  • Kovack Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $743K in Q3 2018.
  • 680 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2024.

Based on Kovack Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.