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

Affiance Financial’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 Q1	–	Sell	-760	Closed	-$82.1K	–	242
2022 Q4	$82.1K	Hold	760	–	–	0.03%	140
2022 Q3	$77K	Sell	760 -3,000	-80%	-$337K	0.04%	89
2022 Q2	$396K	Buy	3,760 +26	+0.7%	+$2.95K	0.21%	61
2022 Q1	$467K	Hold	3,734	–	–	0.23%	66
2021 Q4	$518K	Hold	3,734	–	–	0.22%	71
2021 Q3	$486K	Hold	3,734	–	–	0.21%	72
2021 Q2	$495K	Hold	3,734	–	–	0.21%	69
2021 Q1	$479K	Hold	3,734	–	–	0.21%	72
2020 Q4	$426K	Hold	3,734	–	–	0.22%	72
2020 Q3	$329K	Hold	3,734	–	–	0.19%	74
2020 Q2	$317K	Hold	3,734	–	–	0.17%	71
2020 Q1	$257K	Hold	3,734	–	–	0.18%	71
2019 Q4	$361K	Hold	3,734	–	–	0.2%	67
2019 Q3	$333K	Hold	3,734	–	–	0.2%	72
2019 Q2	$341K	Hold	3,734	–	–	0.21%	72
2019 Q1	$333K	Sell	3,734 -104	-3%	-$9.19K	0.21%	71
2018 Q4	$310K	Hold	3,838	–	–	0.2%	75
2018 Q3	$387K	Hold	3,838	–	–	0.26%	61
2018 Q2	$363K	Buy	+3,838	New	+$352K	0.28%	65
2018 Q1	–	Sell	-3,838	Closed	-$327K	–	78
2017 Q4	$327K	Hold	3,838	–	–	0.24%	60
2017 Q3	$316K	Hold	3,838	–	–	0.25%	59
2017 Q2	$299K	Sell	3,838 -56	-1%	-$4.31K	0.24%	60
2017 Q1	$298K	Hold	3,894	–	–	0.23%	61
2016 Q4	$292K	Buy	3,894 +56	+1%	+$3.95K	0.23%	67
2016 Q3	$263K	Hold	3,838	–	–	0.21%	72
2016 Q2	$246K	Hold	3,838	–	–	0.21%	75
2016 Q1	$238K	Hold	3,838	–	–	0.23%	78
2015 Q4	$239K	Hold	3,838	–	–	0.25%	73
2015 Q3	$231K	Hold	3,838	–	–	0.29%	74
2015 Q2	$251K	Hold	3,838	–	–	0.32%	79
2015 Q1	$250K	Sell	3,838 -276	-7%	-$17.3K	0.38%	74
2014 Q4	$252K	Buy	+4,114	New	+$241K	0.44%	64

Other funds holding IJT

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Affiance Financial's IJT Position: Q1 2023 in Review

Affiance Financial sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2023, closing a stake of 760 shares — an estimated $82.1K sold.

Affiance Financial first reported a position in IJT in Q4 2014 and held it in 32 quarters. The position peaked at $518K in Q4 2021. 617 funds tracked by Wall St. Rank hold IJT as of Q1 2023.

Affiance Financial reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 760 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2023, an estimated $82.1K.
Affiance Financial first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2014 and held it in 32 quarters.
Affiance Financial's iShares S&P Small-Cap 600 Growth ETF position peaked at $518K in Q4 2021.
617 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.