5L
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55I LLC’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

55I 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
2022
Q3 		$13.2M Buy
129,625
+101,713
+364% +$11.4M 0.37% 45
2022
Q2 		$2.94M Sell
27,912
-4,868
-15% -$552K 0.08% 141
2022
Q1 		$4.1M Buy
32,780
+7,968
+32% +$1M 0.1% 135
2021
Q4 		$3.44M Buy
24,812
+4,842
+24% +$659K 0.09% 140
2021
Q3 		$2.6M Buy
19,970
+10,799
+118% +$1.42M 0.08% 152
2021
Q2 		$1.22M Buy
9,171
+172
+2% +$22.4K 0.04% 172
2021
Q1 		$1.15M Sell
8,999
-313
-3% -$39.8K 0.06% 153
2020
Q4 		$1.06M Sell
9,312
-47,534
-84% -$4.84M 0.08% 121
2020
Q3 		$5.01M Buy
+56,846
New +$5.08M 0.45% 44

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

55I LLC's IJT Position: Q3 2022 in Review

55I LLC increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 364% in Q3 2022, buying an estimated $11.4M and bringing the position to 129,625 shares worth $13.2M. The position accounts for 0.37% of the portfolio, ranked #45.

55I LLC first reported a position in IJT in Q3 2020 and has held it in 9 quarters since. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2022.

  • 55I LLC held 129,625 shares of iShares S&P Small-Cap 600 Growth ETF worth $13.2M as of Q3 2022.
  • 55I LLC bought 101,713 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2022, an estimated $11.4M.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.37% of 55I LLC's portfolio in Q3 2022, its #45 holding.
  • 55I LLC first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2020 and has held it in 9 quarters since.
  • 593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.