American Institute for Advanced Investment Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

American Institute for Advanced Investment Management’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
2021 Q3	–	Sell	-1,692	Closed	-$224K	–	123
2021 Q2	$224K	Sell	1,692 -300	-15%	-$39K	0.16%	110
2021 Q1	$255K	Hold	1,992	–	–	0.19%	96
2020 Q4	$227K	Buy	+1,992	New	+$203K	0.18%	97
2020 Q1	–	Sell	-3,020	Closed	-$292K	–	92
2019 Q4	$292K	Buy	+3,020	New	+$279K	0.28%	77

Other funds holding IJT

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $16.3B AUM 16.34% 1-Year Est. Return

American Institute for Advanced Investment Management's IJT Position: Q3 2021 in Review

American Institute for Advanced Investment Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2021, closing a stake of 1,692 shares — an estimated $224K sold.

American Institute for Advanced Investment Management first reported a position in IJT in Q4 2019 and held it in 4 quarters. The position peaked at $292K in Q4 2019. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2021.

American Institute for Advanced Investment Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2021 after selling out during the quarter.
American Institute for Advanced Investment Management sold 1,692 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2021, an estimated $224K.
American Institute for Advanced Investment Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 4 quarters.
American Institute for Advanced Investment Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $292K in Q4 2019.
593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2021.

Based on American Institute for Advanced Investment Management's 13F filing for Q3 2021, filed 19 Oct 2021.