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

StrategIQ Financial Group’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 		$385K Sell
3,075
-249
-7% -$27.9K 0.04% 237
2023
Q3 		$365K Sell
3,324
-25
-0.7% -$2.88K 0.04% 239
2023
Q2 		$385K Buy
3,349
+1
+0% +$109 0.04% 234
2023
Q1 		$368K Buy
3,348
+101
+3% +$11.4K 0.04% 223
2022
Q4 		$351K Buy
3,247
+1
+0% +$110 0.04% 221
2022
Q3 		$330K Buy
3,246
+200
+7% +$22.5K 0.04% 218
2022
Q2 		$321K Sell
3,046
-41
-1% -$4.65K 0.04% 225
2022
Q1 		$386K Hold
3,087
– – 0.04% 222
2021
Q4 		$428K Buy
3,087
+1,012
+49% +$138K 0.04% 210
2021
Q3 		$270K Buy
2,075
+1
+0% +$132 0.05% 188
2021
Q2 		$275K Sell
2,074
-32
-2% -$4.17K 0.05% 183
2021
Q1 		$270K Sell
2,106
-52
-2% -$6.61K 0.06% 181
2020
Q4 		$246K Buy
+2,158
New +$220K 0.06% 178
2020
Q1 		– Sell
-2,626
Closed -$254K – 193
2019
Q4 		$254K Sell
2,626
-196
-7% -$18.1K 0.07% 180
2019
Q3 		$252K Sell
2,822
-122
-4% -$11K 0.07% 175
2019
Q2 		$269K Sell
2,944
-232
-7% -$20.9K 0.08% 167
2019
Q1 		$283K Sell
3,176
-830
-21% -$73.4K 0.09% 155
2018
Q4 		$323K Buy
4,006
+570
+17% +$50.8K 0.11% 142
2018
Q3 		$347K Buy
3,436
+706
+26% +$71K 0.11% 140
2018
Q2 		$258K Buy
2,730
+394
+17% +$36.2K 0.09% 149
2018
Q1 		$203K Buy
+2,336
New +$204K 0.08% 157
2017
Q3 		– Sell
-2,798
Closed -$218K – 155
2017
Q2 		$218K Buy
+2,798
New +$215K 0.09% 140

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

StrategIQ Financial Group's IJT Position: Q4 2023 in Review

StrategIQ Financial Group reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 7.5% in Q4 2023, selling an estimated $27.9K and leaving 3,075 shares worth $385K. The position accounts for 0.04% of the portfolio, ranked #237.

StrategIQ Financial Group first reported a position in IJT in Q2 2017 and has held it in 22 quarters since. The position peaked at $428K in Q4 2021. 669 funds tracked by Wall St. Rank hold IJT as of Q4 2023.

  • StrategIQ Financial Group held 3,075 shares of iShares S&P Small-Cap 600 Growth ETF worth $385K as of Q4 2023.
  • StrategIQ Financial Group sold 249 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2023, an estimated $27.9K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.04% of StrategIQ Financial Group's portfolio in Q4 2023, its #237 holding.
  • StrategIQ Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2017 and has held it in 22 quarters since.
  • StrategIQ Financial Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $428K in Q4 2021.
  • 669 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.