Acorn Financial Advisory Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Acorn Financial Advisory Services’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 Q1	–	Sell	-1,477	Closed	-$205K	–	225
2021 Q4	$205K	Buy	+1,477	New	+$201K	0.04%	209
2021 Q3	–	Sell	-1,817	Closed	-$241K	–	226
2021 Q2	$241K	Hold	1,817	–	–	0.07%	212
2021 Q1	$234K	Buy	1,817 +43	+2%	+$5.46K	0.09%	188
2020 Q4	$202K	Buy	+1,774	New	+$181K	0.08%	218

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Acorn Financial Advisory Services's IJT Position: Q1 2022 in Review

Acorn Financial Advisory Services sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2022, closing a stake of 1,477 shares — an estimated $205K sold.

Acorn Financial Advisory Services first reported a position in IJT in Q4 2020 and held it in 4 quarters. The position peaked at $241K in Q2 2021. 637 funds tracked by Wall St. Rank hold IJT as of Q1 2022.

Acorn Financial Advisory Services reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2022 after selling out during the quarter.
Acorn Financial Advisory Services sold 1,477 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2022, an estimated $205K.
Acorn Financial Advisory Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and held it in 4 quarters.
Acorn Financial Advisory Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $241K in Q2 2021.
637 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2022.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2022, filed 18 Apr 2022.