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

Summit X LLC’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 Q3	–	Sell	-4,097	Closed	-$471K	–	231
2023 Q2	$471K	Sell	4,097 -1	-0%	-$109	0.11%	163
2023 Q1	$451K	Buy	4,098 +38	+0.9%	+$4.29K	0.12%	164
2022 Q4	$428K	Sell	4,060 -38	-0.9%	-$4.18K	0.12%	169
2022 Q3	$418K	Buy	4,098 +38	+0.9%	+$4.27K	0.12%	173
2022 Q2	$428K	Hold	4,060	–	–	0.12%	170
2022 Q1	$507K	Hold	4,060	–	–	0.12%	164
2021 Q4	$564K	Hold	4,060	–	–	0.13%	154
2021 Q3	$528K	Hold	4,060	–	–	0.13%	161
2021 Q2	$539K	Hold	4,060	–	–	0.14%	162
2021 Q1	$521K	Hold	4,060	–	–	0.14%	152
2020 Q4	$463K	Buy	+4,060	New	+$414K	0.14%	157
2020 Q2	$346K	Hold	4,074	–	–	0.13%	155
2020 Q1	$281K	Sell	4,074 -306	-7%	-$27K	0.13%	148
2019 Q4	$422K	Hold	4,380	–	–	0.16%	156
2019 Q3	$390K	Sell	4,380 -148	-3%	-$13.4K	0.16%	159
2019 Q2	$413K	Buy	4,528 +40	+0.9%	+$3.6K	0.17%	150
2019 Q1	$400K	Sell	4,488 -50	-1%	-$4.42K	0.17%	148
2018 Q4	$366K	Sell	4,538 -98	-2%	-$8.73K	0.21%	130
2018 Q3	$466K	Hold	4,636	–	–	0.23%	117
2018 Q2	$437K	Sell	4,636 -100	-2%	-$9.18K	0.24%	113
2018 Q1	$412K	Sell	4,736 -64	-1%	-$5.58K	0.25%	110
2017 Q4	$408K	Sell	4,800 -198	-4%	-$16.6K	0.26%	118
2017 Q3	$409K	Hold	4,998	–	–	0.27%	108
2017 Q2	$389K	Buy	+4,998	New	+$384K	0.28%	113

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Summit X LLC's IJT Position: Q3 2023 in Review

Summit X LLC sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2023, closing a stake of 4,097 shares — an estimated $471K sold.

Summit X LLC first reported a position in IJT in Q2 2017 and held it in 24 quarters. The position peaked at $564K in Q4 2021. 614 funds tracked by Wall St. Rank hold IJT as of Q3 2023.

Summit X LLC reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2023 after selling out during the quarter.
Summit X LLC sold 4,097 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2023, an estimated $471K.
Summit X LLC first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2017 and held it in 24 quarters.
Summit X LLC's iShares S&P Small-Cap 600 Growth ETF position peaked at $564K in Q4 2021.
614 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2023.

Based on Summit X LLC's 13F filing for Q3 2023, filed 6 Nov 2023.