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

Optimum Investment 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
2023
Q4 		– Sell
-1,240
Closed -$136K – 686
2023
Q3 		$136K Hold
1,240
– – 0.07% 221
2023
Q2 		$143K Hold
1,240
– – 0.07% 228
2023
Q1 		$136K Hold
1,240
– – 0.07% 223
2022
Q4 		$134K Hold
1,240
– – 0.07% 228
2022
Q3 		$126K Hold
1,240
– – 0.07% 238
2022
Q2 		$131K Sell
1,240
-52
-4% -$5.89K 0.07% 243
2022
Q1 		$162K Buy
1,292
+52
+4% +$6.55K 0.07% 241
2021
Q4 		$172K Hold
1,240
– – 0.07% 255
2021
Q3 		$161K Hold
1,240
– – 0.07% 260
2021
Q2 		$164K Hold
1,240
– – 0.05% 297
2021
Q1 		$159K Hold
1,240
– – 0.05% 298
2020
Q4 		$142K Hold
1,240
– – 0.04% 303
2020
Q3 		$109K Hold
1,240
– – 0.04% 321
2020
Q2 		$105K Sell
1,240
-200
-14% -$15.6K 0.04% 319
2020
Q1 		$99K Hold
1,440
– – 0.04% 305
2019
Q4 		$139K Hold
1,440
– – 0.04% 331
2019
Q3 		$128K Hold
1,440
– – 0.04% 330
2019
Q2 		$131K Hold
1,440
– – 0.04% 327
2019
Q1 		$128K Sell
1,440
-780
-35% -$68.9K 0.04% 340
2018
Q4 		$179K Hold
2,220
– – 0.06% 271
2018
Q3 		$224K Hold
2,220
– – 0.06% 286
2018
Q2 		$210K Buy
2,220
+400
+22% +$36.7K 0.06% 289
2018
Q1 		$158K Buy
+1,820
New +$159K 0.05% 325
2015
Q1 		$99K Hold
1,522
– – 0.03% 379
2014
Q4 		$93K Hold
1,522
– – 0.03% 387
2014
Q3 		$92K Sell
1,522
-350
-19% -$20.4K 0.03% 362
2014
Q2 		$113K Buy
1,872
+1,440
+333% +$83.5K 0.04% 331
2014
Q1 		$26K Hold
432
– – 0.01% 470
2013
Q4 		$26K Hold
432
– – 0.01% 474
2013
Q3 		$23K Buy
+432
New +$22.5K 0.01% 470

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Optimum Investment Advisors's IJT Position: Q4 2023 in Review

Optimum Investment Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2023, closing a stake of 1,240 shares — an estimated $136K sold.

Optimum Investment Advisors first reported a position in IJT in Q3 2013 and held it in 30 quarters. The position peaked at $224K in Q3 2018. 669 funds tracked by Wall St. Rank hold IJT as of Q4 2023.

  • Optimum Investment Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,240 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2023, an estimated $136K.
  • Optimum Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2013 and held it in 30 quarters.
  • Optimum Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $224K in Q3 2018.
  • 669 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.