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

Angeles 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 Q1	–	Sell	-2,079	Closed	-$289K	–	158
2021 Q4	$289K	Hold	2,079	–	–	0.01%	174
2021 Q3	$270K	Hold	2,079	–	–	0.02%	181
2021 Q2	$276K	Hold	2,079	–	–	0.02%	110
2021 Q1	$267K	Hold	2,079	–	–	0.02%	95
2020 Q4	$237K	Buy	+2,079	New	+$212K	0.02%	99
2020 Q1	–	Sell	-2,114	Closed	-$204K	–	97
2019 Q4	$204K	Buy	+2,114	New	+$195K	0.04%	83

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

Angeles Investment Advisors's IJT Position: Q1 2022 in Review

Angeles Investment Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2022, closing a stake of 2,079 shares — an estimated $289K sold.

Angeles Investment Advisors first reported a position in IJT in Q4 2019 and held it in 6 quarters. The position peaked at $289K in Q4 2021. 637 funds tracked by Wall St. Rank hold IJT as of Q1 2022.

Angeles Investment Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2022 after selling out during the quarter.
Angeles Investment Advisors sold 2,079 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2022, an estimated $289K.
Angeles Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 6 quarters.
Angeles Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $289K in Q4 2021.
637 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2022.

Based on Angeles Investment Advisors's 13F filing for Q1 2022, filed 16 May 2022.