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

Polianta Ltd’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 Q3	–	Sell	-53,500	Closed	-$6.87M	–	84
2024 Q2	$6.87M	Sell	53,500 -700	-1%	-$89.5K	3.48%	10
2024 Q1	$7.08M	Buy	+54,200	New	+$6.76M	3.45%	8
2022 Q3	–	Sell	-38,000	Closed	-$4M	–	80
2022 Q2	$4M	Buy	+38,000	New	+$4.31M	3.42%	9
2022 Q1	–	Sell	-63,900	Closed	-$8.87M	–	85
2021 Q4	$8.87M	Buy	63,900 +1,400	+2%	+$191K	3.82%	9
2021 Q3	$8.13M	Sell	62,500 -38,800	-38%	-$5.11M	3.77%	9
2021 Q2	$13.4M	Buy	+101,300	New	+$13.2M	6.97%	7
2020 Q4	–	Sell	-138,800	Closed	-$12.2M	–	76
2020 Q3	$12.2M	Buy	+138,800	New	+$12.4M	7.24%	5
2018 Q4	–	Sell	-64,000	Closed	-$6.46M	–	81
2018 Q3	$6.46M	Buy	+64,000	New	+$6.43M	3.24%	12
2018 Q2	–	Sell	-68,200	Closed	-$5.93M	–	88
2018 Q1	$5.93M	Buy	+68,200	New	+$5.94M	1.82%	14
2017 Q2	–	Sell	-78,000	Closed	-$5.97M	–	85
2017 Q1	$5.97M	Buy	+78,000	New	+$5.91M	3.59%	8

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Polianta Ltd's IJT Position: Q3 2024 in Review

Polianta Ltd sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2024, closing a stake of 53,500 shares — an estimated $6.87M sold.

Polianta Ltd first reported a position in IJT in Q1 2017 and held it in 10 quarters. The position peaked at $13.4M in Q2 2021. 703 funds tracked by Wall St. Rank hold IJT as of Q3 2024.

Polianta Ltd reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2024 after selling out during the quarter.
Polianta Ltd sold 53,500 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2024, an estimated $6.87M.
Polianta Ltd first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2017 and held it in 10 quarters.
Polianta Ltd's iShares S&P Small-Cap 600 Growth ETF position peaked at $13.4M in Q2 2021.
703 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2024.

Based on Polianta Ltd's 13F filing for Q3 2024, filed 11 Oct 2024.