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

Summit 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
2024
Q1 		$305K Sell
2,330
-60
-3% -$7.49K 0.11% 156
2023
Q4 		$299K Hold
2,390
– – 0.11% 156
2023
Q3 		$262K Hold
2,390
– – 0.11% 158
2023
Q2 		$275K Sell
2,390
-1,100
-32% -$120K 0.11% 160
2023
Q1 		$384K Sell
3,490
-710
-17% -$80.1K 0.15% 140
2022
Q4 		$454K Hold
4,200
– – 0.18% 127
2022
Q3 		$427K Hold
4,200
– – 0.18% 127
2022
Q2 		$442K Sell
4,200
-32
-0.8% -$3.63K 0.17% 130
2022
Q1 		$529K Hold
4,232
– – 0.18% 123
2021
Q4 		$587K Hold
4,232
– – 0.19% 119
2021
Q3 		$550K Sell
4,232
-44
-1% -$5.8K 0.2% 120
2021
Q2 		$567K Sell
4,276
-40
-0.9% -$5.21K 0.21% 112
2021
Q1 		$553K Hold
4,316
– – 0.23% 102
2020
Q4 		$493K Sell
4,316
-130
-3% -$13.2K 0.22% 99
2020
Q3 		$392K Sell
4,446
-92
-2% -$8.23K 0.19% 102
2020
Q2 		$385K Sell
4,538
-200
-4% -$15.6K 0.2% 96
2020
Q1 		$327K Buy
4,738
+12
+0.3% +$1.06K 0.2% 97
2019
Q4 		$457K Sell
4,726
-110
-2% -$10.2K 0.22% 95
2019
Q3 		$431K Sell
4,836
-2,640
-35% -$238K 0.22% 98
2019
Q2 		$682K Buy
+7,476
New +$672K 0.31% 80

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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Financial Group's IJT Position: Q1 2024 in Review

Summit Financial Group reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 2.5% in Q1 2024, selling an estimated $7.49K and leaving 2,330 shares worth $305K. The position accounts for 0.11% of the portfolio, ranked #156.

Summit Financial Group first reported a position in IJT in Q2 2019 and has held it in 20 quarters since. The position peaked at $682K in Q2 2019. 680 funds tracked by Wall St. Rank hold IJT as of Q1 2024.

  • Summit Financial Group held 2,330 shares of iShares S&P Small-Cap 600 Growth ETF worth $305K as of Q1 2024.
  • Summit Financial Group sold 60 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2024, an estimated $7.49K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.11% of Summit Financial Group's portfolio in Q1 2024, its #156 holding.
  • Summit Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2019 and has held it in 20 quarters since.
  • Summit Financial Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $682K in Q2 2019.
  • 680 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.