RJT
IJT icon

Raymond James Trust’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Raymond James Trust’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 		$974K Sell
6,982
-84
-1% -$11.3K 0.02% 508
2024
Q2 		$907K Sell
7,066
-335
-5% -$42.8K 0.02% 503
2024
Q1 		$968K Sell
7,401
-74
-1% -$9.23K 0.02% 484
2023
Q4 		$935K Buy
7,475
+769
+11% +$86.3K 0.02% 475
2023
Q3 		$736K Hold
6,706
– – 0.02% 502
2023
Q2 		$771K Buy
6,706
+90
+1% +$9.83K 0.02% 495
2023
Q1 		$727K Buy
6,616
+87
+1% +$9.81K 0.02% 495
2022
Q4 		$706K Buy
6,529
+45
+0.7% +$4.95K 0.02% 487
2022
Q3 		$659K Buy
6,484
+35
+0.5% +$3.93K 0.02% 486
2022
Q2 		$679K Buy
6,449
+683
+12% +$77.4K 0.02% 480
2022
Q1 		$721K Buy
5,766
+620
+12% +$78.2K 0.02% 513
2021
Q4 		$714K Sell
5,146
-430
-8% -$58.5K 0.02% 527
2021
Q3 		$725K Buy
5,576
+670
+14% +$88.3K 0.02% 488
2021
Q2 		$650K Hold
4,906
– – 0.02% 519
2021
Q1 		$629K Sell
4,906
-16
-0.3% -$2.03K 0.02% 503
2020
Q4 		$562K Buy
4,922
+650
+15% +$66.2K 0.02% 498
2020
Q3 		$377K Sell
4,272
-28
-0.7% -$2.5K 0.02% 589
2020
Q2 		$365K Sell
4,300
-4,596
-52% -$358K 0.02% 578
2020
Q1 		$613K Sell
8,896
-48
-0.5% -$4.24K 0.04% 361
2019
Q4 		$865K Sell
8,944
-400
-4% -$36.9K 0.04% 337
2019
Q3 		$834K Sell
9,344
-40
-0.4% -$3.61K 0.04% 339
2019
Q2 		$857K Sell
9,384
-202
-2% -$18.2K 0.05% 317
2019
Q1 		$856K Buy
9,586
+2,426
+34% +$214K 0.05% 309
2018
Q4 		$577K Buy
7,160
+2,074
+41% +$185K 0.04% 367
2018
Q3 		$513K Buy
5,086
+878
+21% +$88.2K 0.03% 428
2018
Q2 		$398K Hold
4,208
– – 0.02% 483
2018
Q1 		$366K Sell
4,208
-34
-0.8% -$2.96K 0.03% 455
2017
Q4 		$361K Buy
+4,242
New +$355K 0.02% 487
2015
Q4 		– Sell
-3,542
Closed -$212K – 686
2015
Q3 		$212K Buy
3,542
+228
+7% +$14.6K 0.02% 525
2015
Q2 		$217K Buy
3,314
+164
+5% +$10.7K 0.02% 557
2015
Q1 		$205K Buy
+3,150
New +$197K 0.02% 576

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Trust's IJT Position: Q3 2024 in Review

Raymond James Trust reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.2% in Q3 2024, selling an estimated $11.3K and leaving 6,982 shares worth $974K. The position accounts for 0.02% of the portfolio, ranked #508.

Raymond James Trust first reported a position in IJT in Q1 2015 and has held it in 31 quarters since. 703 funds tracked by Wall St. Rank hold IJT as of Q3 2024.

  • Raymond James Trust held 6,982 shares of iShares S&P Small-Cap 600 Growth ETF worth $974K as of Q3 2024.
  • Raymond James Trust sold 84 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2024, an estimated $11.3K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Raymond James Trust's portfolio in Q3 2024, its #508 holding.
  • Raymond James Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2015 and has held it in 31 quarters since.
  • 703 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.