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Patriot Financial Group Insurance Agency’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-2,381
Closed -$274K – 481
2023
Q2 		$274K Sell
2,381
-43
-2% -$4.7K 0.05% 359
2023
Q1 		$266K Sell
2,424
-889
-27% -$100K 0.05% 364
2022
Q4 		$358K Sell
3,313
-247
-7% -$27.2K 0.05% 278
2022
Q3 		$362K Buy
3,560
+1,289
+57% +$145K 0.09% 255
2022
Q2 		$239K Buy
2,271
+355
+19% +$40.2K 0.05% 343
2022
Q1 		$240K Buy
1,916
+70
+4% +$8.82K 0.04% 380
2021
Q4 		$256K Sell
1,846
-406
-18% -$55.3K 0.04% 392
2021
Q3 		$293K Sell
2,252
-239
-10% -$31.5K 0.05% 345
2021
Q2 		$330K Buy
2,491
+2,210
+786% +$288K 0.06% 315
2021
Q1 		$36K Hold
281
– – 0.01% 886
2020
Q4 		$32K Buy
281
+1
+0.4% +$102 0.01% 829
2020
Q3 		$25K Sell
280
-50
-15% -$4.47K 0.01% 730
2020
Q2 		$28K Sell
330
-100
-23% -$7.79K 0.01% 661
2020
Q1 		$30K Sell
430
-134
-24% -$11.8K 0.01% 563
2019
Q4 		$55K Sell
564
-72
-11% -$6.65K 0.02% 463
2019
Q3 		$57K Sell
636
-38
-6% -$3.43K 0.03% 425
2019
Q2 		$62K Buy
674
+38
+6% +$3.42K 0.03% 404
2019
Q1 		$57K Hold
636
– – 0.03% 363
2018
Q4 		$51K Hold
636
– – 0.03% 321
2018
Q3 		$64K Buy
+636
New +$63.9K 0.04% 268
2018
Q2 		– Sell
-330
Closed -$28K – 742
2018
Q1 		$28K Sell
330
-532
-62% -$46.4K 0.02% 408
2017
Q4 		$74K Buy
862
+532
+161% +$44.5K 0.06% 243
2017
Q3 		$27K Buy
330
+2
+0.6% +$156 0.02% 354
2017
Q2 		$25K Hold
328
– – 0.03% 347
2017
Q1 		$24K Hold
328
– – 0.03% 325
2016
Q4 		$24K Buy
+328
New +$23.1K 0.03% 318

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
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 $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 29.2% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IJT Position: Q3 2023 in Review

Patriot Financial Group Insurance Agency sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2023, closing a stake of 2,381 shares — an estimated $274K sold.

Patriot Financial Group Insurance Agency first reported a position in IJT in Q4 2016 and held it in 26 quarters. The position peaked at $362K in Q3 2022. 615 funds tracked by Wall St. Rank hold IJT as of Q3 2023.

  • Patriot Financial Group Insurance Agency reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,381 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2023, an estimated $274K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2016 and held it in 26 quarters.
  • Patriot Financial Group Insurance Agency's iShares S&P Small-Cap 600 Growth ETF position peaked at $362K in Q3 2022.
  • 615 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2023, filed 19 Oct 2023.