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American Trust Investment Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

American Trust Investment Advisors’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 		– Sell
-1,840
Closed -$230K – 83
2022
Q1 		$230K Sell
1,840
-120
-6% -$15.1K 0.12% 79
2021
Q4 		$272K Hold
1,960
– – 0.14% 78
2021
Q3 		$255K Hold
1,960
– – 0.14% 76
2021
Q2 		$260K Sell
1,960
-295
-13% -$38.4K 0.14% 72
2021
Q1 		$289K Buy
2,255
+5
+0.2% +$635 0.17% 68
2020
Q4 		$257K Buy
+2,250
New +$229K 0.16% 68
2020
Q1 		– Sell
-2,250
Closed -$217K – 67
2019
Q4 		$217K Hold
2,250
– – 0.16% 71
2019
Q3 		$201K Sell
2,250
-80
-3% -$7.22K 0.15% 74
2019
Q2 		$213K Hold
2,330
– – 0.17% 75
2019
Q1 		$208K Sell
2,330
-168
-7% -$14.8K 0.16% 71
2018
Q4 		$202K Sell
2,498
-148
-6% -$13.2K 0.18% 66
2018
Q3 		$267K Sell
2,646
-160
-6% -$16.1K 0.21% 57
2018
Q2 		$265K Hold
2,806
– – 0.22% 61
2018
Q1 		$244K Hold
2,806
– – 0.19% 65
2017
Q4 		$239K Sell
2,806
-30
-1% -$2.51K 0.19% 69
2017
Q3 		$233K Sell
2,836
-280
-9% -$21.8K 0.21% 65
2017
Q2 		$243K Sell
3,116
-394
-11% -$30.3K 0.21% 64
2017
Q1 		$269K Hold
3,510
– – 0.24% 56
2016
Q4 		$263K Sell
3,510
-20
-0.6% -$1.41K 0.26% 54
2016
Q3 		$242K Sell
3,530
-206
-6% -$13.9K 0.24% 59
2016
Q2 		$240K Hold
3,736
– – 0.25% 59
2016
Q1 		$232K Sell
3,736
-100
-3% -$5.83K 0.24% 54
2015
Q4 		$238K Sell
3,836
-144
-4% -$9.13K 0.27% 59
2015
Q3 		$239K Sell
3,980
-80
-2% -$5.12K 0.28% 55
2015
Q2 		$266K Hold
4,060
– – 0.27% 60
2015
Q1 		$264K Buy
4,060
+64
+2% +$4.01K 0.26% 59
2014
Q4 		$245K Buy
+3,996
New +$234K 0.26% 58

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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

American Trust Investment Advisors's IJT Position: Q2 2022 in Review

American Trust Investment Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2022, closing a stake of 1,840 shares — an estimated $230K sold.

American Trust Investment Advisors first reported a position in IJT in Q4 2014 and held it in 27 quarters. The position peaked at $289K in Q1 2021. 613 funds tracked by Wall St. Rank hold IJT as of Q2 2022.

  • American Trust Investment Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • American Trust Investment Advisors sold 1,840 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2022, an estimated $230K.
  • American Trust Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2014 and held it in 27 quarters.
  • American Trust Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $289K in Q1 2021.
  • 613 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2022.

Based on American Trust Investment Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.