Syntal Capital Partners’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Syntal Capital Partners’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	–	Sell	-2,062	Closed	-$227K	–	55
2023 Q3	$227K	Hold	2,062	–	–	0.18%	96
2023 Q2	$237K	Buy	2,062 +147	+8%	+$16.1K	0.1%	101
2023 Q1	$211K	Hold	1,915	–	–	0.08%	113
2022 Q4	$207K	Buy	+1,915	New	+$211K	0.08%	94
2022 Q3	–	Sell	-1,915	Closed	-$201K	–	97
2022 Q2	$201K	Hold	1,915	–	–	0.09%	94
2022 Q1	$239K	Sell	1,915 -2,876	-60%	-$363K	0.09%	89
2021 Q4	$664K	Hold	4,791	–	–	0.28%	71
2021 Q3	$623K	Sell	4,791 -630	-12%	-$83K	0.22%	80
2021 Q2	$718K	Buy	5,421 +4	+0.1%	+$521	0.25%	92
2021 Q1	$694K	Sell	5,417 -498	-8%	-$63.3K	0.26%	91
2020 Q4	$675	Sell	5,915 -397	-6%	-$40.5K	0.09%	88
2020 Q3	$556K	Buy	6,312 +3,942	+166%	+$353K	0.25%	89
2020 Q2	$201K	Buy	+2,370	New	+$185K	0.09%	99
2020 Q1	–	Sell	-2,106	Closed	-$203K	–	88
2019 Q4	$203K	Buy	+2,106	New	+$194K	0.11%	92
2018 Q4	–	Sell	-2,002	Closed	-$202K	–	115
2018 Q3	$202K	Buy	+2,002	New	+$201K	0.07%	139
2015 Q4	–	Sell	-1,690	Closed	-$101K	–	106
2015 Q3	$101K	Sell	1,690 -80	-5%	-$5.12K	0.14%	64
2015 Q2	$115	Hold	1,770	–	–	0.11%	76
2015 Q1	$115K	Sell	1,770 -50	-3%	-$3.13K	0.14%	75
2014 Q4	$111K	Hold	1,820	–	–	0.07%	98
2014 Q3	$102K	Hold	1,820	–	–	0.05%	105
2014 Q2	$109K	Sell	1,820 -400	-18%	-$23.2K	0.05%	107
2014 Q1	$132	Buy	+2,220	New	+$130K	0.08%	74

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Syntal Capital Partners's IJT Position: Q4 2023 in Review

Syntal Capital Partners sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2023, closing a stake of 2,062 shares — an estimated $227K sold.

Syntal Capital Partners first reported a position in IJT in Q1 2014 and held it in 22 quarters. The position peaked at $718K in Q2 2021. 669 funds tracked by Wall St. Rank hold IJT as of Q4 2023.

Syntal Capital Partners reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2023 after selling out during the quarter.
Syntal Capital Partners sold 2,062 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2023, an estimated $227K.
Syntal Capital Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2014 and held it in 22 quarters.
Syntal Capital Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $718K in Q2 2021.
669 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on Syntal Capital Partners's 13F filing for Q4 2023, filed 13 Feb 2024.