O'Dell Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

O'Dell Group’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	-1,380	Closed	-$173K	–	269
2023 Q4	$173K	Buy	+1,380	New	+$155K	0.05%	92
2023 Q3	–	Sell	-1,380	Closed	-$159K	–	259
2023 Q2	$159K	Buy	+1,380	New	+$151K	0.05%	90
2022 Q4	–	Sell	-65	Closed	-$7K	–	225
2022 Q3	$7K	Hold	65	–	–	﹤0.01%	311
2022 Q2	$7K	Hold	65	–	–	﹤0.01%	309
2022 Q1	$8K	Buy	65 +1	+2%	+$126	﹤0.01%	337
2021 Q4	$9K	Hold	64	–	–	﹤0.01%	315
2021 Q3	$8K	Buy	+64	New	+$8.44K	﹤0.01%	319

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

O'Dell Group's IJT Position: Q1 2024 in Review

O'Dell Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2024, closing a stake of 1,380 shares — an estimated $173K sold.

O'Dell Group first reported a position in IJT in Q3 2021 and held it in 7 quarters. The position peaked at $173K in Q4 2023. 680 funds tracked by Wall St. Rank hold IJT as of Q1 2024.

O'Dell Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 1,380 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2024, an estimated $173K.
O'Dell Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2021 and held it in 7 quarters.
O'Dell Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $173K 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 O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.