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

Private Ocean’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 Q2	$79.6K	Hold	620	–	–	0.01%	229
2024 Q1	$81.1K	Hold	620	–	–	0.01%	207
2023 Q4	$77.6K	Hold	620	–	–	0.01%	215
2023 Q3	$68K	Hold	620	–	–	0.01%	205
2023 Q2	$71.3K	Hold	620	–	–	0.01%	225
2023 Q1	$68.2K	Hold	620	–	–	0.01%	199
2022 Q4	$67K	Hold	620	–	–	0.01%	197
2022 Q3	$63K	Hold	620	–	–	0.01%	192
2022 Q2	$65K	Hold	620	–	–	0.01%	186
2022 Q1	$78K	Sell	620 -96	-13%	-$12.1K	0.01%	191
2021 Q4	$99K	Buy	716 +96	+15%	+$13.1K	0.01%	183
2021 Q3	$81K	Hold	620	–	–	0.01%	200
2021 Q2	$82K	Hold	620	–	–	0.01%	188
2021 Q1	$80K	Hold	620	–	–	0.01%	198
2020 Q4	$71K	Hold	620	–	–	0.01%	192
2020 Q3	$55K	Buy	+620	New	+$55.5K	0.01%	203
2016 Q4	–	Sell	-1,504	Closed	-$103K	–	191
2016 Q3	$103K	Hold	1,504	–	–	0.07%	81
2016 Q2	$97K	Hold	1,504	–	–	0.07%	74
2016 Q1	$93K	Hold	1,504	–	–	0.07%	69
2015 Q4	$93K	Hold	1,504	–	–	0.07%	72
2015 Q3	$90K	Hold	1,504	–	–	0.07%	73
2015 Q2	$99K	Hold	1,504	–	–	0.07%	62
2015 Q1	$98K	Hold	1,504	–	–	0.07%	61
2014 Q4	$92K	Hold	1,504	–	–	0.07%	72
2014 Q3	$85K	Hold	1,504	–	–	0.06%	89
2014 Q2	$91K	Hold	1,504	–	–	0.07%	85
2014 Q1	$89K	Hold	1,504	–	–	0.07%	86
2013 Q4	$89K	Buy	+1,504	New	+$85.6K	0.07%	77

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

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

Private Ocean's IJT Position: Q2 2024 in Review

Private Ocean held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2024 at 620 shares worth $79.6K. The position accounts for 0.01% of the portfolio, ranked #229.

Private Ocean first reported a position in IJT in Q4 2013 and has held it in 28 quarters since. The position peaked at $103K in Q3 2016. 685 funds tracked by Wall St. Rank hold IJT as of Q2 2024.

Private Ocean held 620 shares of iShares S&P Small-Cap 600 Growth ETF worth $79.6K as of Q2 2024.
Private Ocean left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2024.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Private Ocean's portfolio in Q2 2024, its #229 holding.
Private Ocean first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2013 and has held it in 28 quarters since.
Private Ocean's iShares S&P Small-Cap 600 Growth ETF position peaked at $103K in Q3 2016.
685 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.