Badgley Phelps Wealth Managers’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Badgley Phelps Wealth Managers’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	-2,216	Closed	-$240K	–	214
2022 Q4	$240K	Buy	+2,216	New	+$244K	0.01%	194
2022 Q2	–	Sell	-8,776	Closed	-$1.1M	–	214
2022 Q1	$1.1M	Sell	8,776 -758	-8%	-$95.6K	0.04%	129
2021 Q4	$1.32M	Hold	9,534	–	–	0.04%	126
2021 Q3	$1.24M	Buy	+9,534	New	+$1.26M	0.05%	129

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

Badgley Phelps Wealth Managers's IJT Position: Q1 2023 in Review

Badgley Phelps Wealth Managers sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2023, closing a stake of 2,216 shares — an estimated $240K sold.

Badgley Phelps Wealth Managers first reported a position in IJT in Q3 2021 and held it in 4 quarters. The position peaked at $1.32M in Q4 2021. 617 funds tracked by Wall St. Rank hold IJT as of Q1 2023.

Badgley Phelps Wealth Managers reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2023 after selling out during the quarter.
Badgley Phelps Wealth Managers sold 2,216 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2023, an estimated $240K.
Badgley Phelps Wealth Managers first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2021 and held it in 4 quarters.
Badgley Phelps Wealth Managers's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.32M 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 Badgley Phelps Wealth Managers's 13F filing for Q1 2023, filed 28 Apr 2023.