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

Advisor 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
2022 Q2	$216K	Hold	2,052	–	–	0.02%	753
2022 Q1	$257K	Hold	2,052	–	–	0.02%	727
2021 Q4	$285K	Hold	2,052	–	–	0.02%	686
2021 Q3	$267K	Hold	2,052	–	–	0.02%	677
2021 Q2	$272K	Hold	2,052	–	–	0.02%	682
2021 Q1	$263K	Hold	2,052	–	–	0.02%	676
2020 Q4	$234K	Buy	+2,052	New	+$209K	0.02%	661
2020 Q1	–	Sell	-2,210	Closed	-$218K	–	659
2019 Q4	$218K	Buy	+2,210	New	+$204K	0.02%	579
2019 Q3	–	Sell	-2,210	Closed	-$202K	–	678
2019 Q2	$202K	Buy	+2,210	New	+$199K	0.02%	606
2018 Q4	–	Sell	-2,210	Closed	-$223K	–	638
2018 Q3	$223K	Sell	2,210 -1,066	-33%	-$107K	0.03%	562
2018 Q2	$310K	Sell	3,276 -294	-8%	-$27K	0.05%	406
2018 Q1	$310K	Sell	3,570 -438	-11%	-$38.2K	0.06%	376
2017 Q4	$357K	Buy	4,008 +388	+11%	+$32.4K	0.06%	353
2017 Q3	$298K	Hold	3,620	–	–	0.06%	350
2017 Q2	$282K	Buy	+3,620	New	+$278K	0.07%	352

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 29.2% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Advisor Partners's IJT Position: Q2 2022 in Review

Advisor Partners held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2022 at 2,052 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #753.

Advisor Partners first reported a position in IJT in Q2 2017 and has held it in 15 quarters since. The position peaked at $357K in Q4 2017. 613 funds tracked by Wall St. Rank hold IJT as of Q2 2022.

Advisor Partners held 2,052 shares of iShares S&P Small-Cap 600 Growth ETF worth $216K as of Q2 2022.
Advisor Partners left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2022.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #753 holding.
Advisor Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2017 and has held it in 15 quarters since.
Advisor Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $357K in Q4 2017.
613 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.