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

LM 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
-30
Closed -$3.75K – 454
2023
Q4 		$3.75K Buy
+30
New +$3.37K ﹤0.01% 619

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

LM Advisors's IJT Position: Q1 2024 in Review

LM Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2024, closing a stake of 30 shares — an estimated $3.75K sold.

LM Advisors first reported a position in IJT in Q4 2023 and held it in 1 quarter. The position peaked at $3.75K in Q4 2023. 680 funds tracked by Wall St. Rank hold IJT as of Q1 2024.

  • LM Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 30 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2024, an estimated $3.75K.
  • LM Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and held it in 1 quarter.
  • LM Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.75K in Q4 2023.
  • 680 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.