Tortoise Investment Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-124
| Closed | -$16.8K | – | 857 |
|
|
2024
Q4 | $16.8K | Hold |
124
| – | – | ﹤0.01% | 574 |
|
|
2024
Q3 | $17.3K | Hold |
124
| – | – | ﹤0.01% | 573 |
|
|
2024
Q2 | $15.9K | Hold |
124
| – | – | ﹤0.01% | 567 |
|
|
2024
Q1 | $16.2K | Hold |
124
| – | – | ﹤0.01% | 549 |
|
|
2023
Q4 | $15.5K | Hold |
124
| – | – | ﹤0.01% | 509 |
|
|
2023
Q3 | $13.6K | Hold |
124
| – | – | ﹤0.01% | 519 |
|
|
2023
Q2 | $14.3K | Hold |
124
| – | – | ﹤0.01% | 512 |
|
|
2023
Q1 | $13.6K | Hold |
124
| – | – | ﹤0.01% | 508 |
|
|
2022
Q4 | $13.4K | Hold |
124
| – | – | ﹤0.01% | 508 |
|
|
2022
Q3 | $13K | Hold |
124
| – | – | ﹤0.01% | 495 |
|
|
2022
Q2 | $13K | Hold |
124
| – | – | ﹤0.01% | 483 |
|
|
2022
Q1 | $16K | Hold |
124
| – | – | ﹤0.01% | 452 |
|
|
2021
Q4 | $17K | Hold |
124
| – | – | ﹤0.01% | 422 |
|
|
2021
Q3 | $16K | Hold |
124
| – | – | ﹤0.01% | 411 |
|
|
2021
Q2 | $16K | Hold |
124
| – | – | ﹤0.01% | 409 |
|
|
2021
Q1 | $16K | Hold |
124
| – | – | ﹤0.01% | 375 |
|
|
2020
Q4 | $14K | Hold |
124
| – | – | ﹤0.01% | 370 |
|
|
2020
Q3 | $11K | Hold |
124
| – | – | ﹤0.01% | 368 |
|
|
2020
Q2 | $11K | Hold |
124
| – | – | ﹤0.01% | 356 |
|
|
2020
Q1 | $9K | Sell |
124
-42
| -25% | -$3.71K | ﹤0.01% | 376 |
|
|
2019
Q4 | $16K | Hold |
166
| – | – | ﹤0.01% | 349 |
|
|
2019
Q3 | $15K | Hold |
166
| – | – | ﹤0.01% | 354 |
|
|
2019
Q2 | $15K | Hold |
166
| – | – | ﹤0.01% | 378 |
|
|
2019
Q1 | $15K | Hold |
166
| – | – | ﹤0.01% | 360 |
|
|
2018
Q4 | $13K | Hold |
166
| – | – | ﹤0.01% | 363 |
|
|
2018
Q3 | $17K | Hold |
166
| – | – | ﹤0.01% | 344 |
|
|
2018
Q2 | $16K | Hold |
166
| – | – | ﹤0.01% | 360 |
|
|
2018
Q1 | $14K | Hold |
166
| – | – | ﹤0.01% | 357 |
|
|
2017
Q4 | $14K | Hold |
166
| – | – | ﹤0.01% | 356 |
|
|
2017
Q3 | $14K | Hold |
166
| – | – | ﹤0.01% | 332 |
|
|
2017
Q2 | $13K | Hold |
166
| – | – | ﹤0.01% | 327 |
|
|
2017
Q1 | $13K | Hold |
166
| – | – | ﹤0.01% | 305 |
|
|
2016
Q4 | $12K | Buy |
166
+42
| +34% | +$2.96K | ﹤0.01% | 313 |
|
|
2016
Q3 | $9K | Hold |
124
| – | – | ﹤0.01% | 326 |
|
|
2016
Q2 | $8K | Hold |
124
| – | – | ﹤0.01% | 337 |
|
|
2016
Q1 | $8K | Hold |
124
| – | – | ﹤0.01% | 299 |
|
|
2015
Q4 | $8K | Hold |
124
| – | – | ﹤0.01% | 321 |
|
|
2015
Q3 | $7K | Hold |
124
| – | – | ﹤0.01% | 313 |
|
|
2015
Q2 | $8K | Hold |
124
| – | – | ﹤0.01% | 328 |
|
|
2015
Q1 | $8K | Hold |
124
| – | – | ﹤0.01% | 310 |
|
|
2014
Q4 | $8K | Buy |
+124
| New | +$7.27K | ﹤0.01% | 332 |
|
Other funds holding IJT
Tortoise Investment Management's IJT Position: Q1 2025 in Review
Tortoise Investment Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2025, closing a stake of 124 shares — an estimated $16.8K sold.
Tortoise Investment Management first reported a position in IJT in Q4 2014 and held it in 41 quarters. The position peaked at $17.3K in Q3 2024. 717 funds tracked by Wall St. Rank hold IJT as of Q1 2025.
- Tortoise Investment Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2025 after selling out during the quarter.
- Tortoise Investment Management sold 124 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2025, an estimated $16.8K.
- Tortoise Investment Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2014 and held it in 41 quarters.
- Tortoise Investment Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $17.3K in Q3 2024.
- 717 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2025.
Based on Tortoise Investment Management's 13F filing for Q1 2025, filed 14 May 2025.