Baldrige Asset Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Baldrige Asset 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
2022 Q4	–	Sell	-138	Closed	-$14K	–	316
2022 Q3	$14K	Hold	138	–	–	0.01%	227
2022 Q2	$15K	Hold	138	–	–	0.01%	234
2022 Q1	$17K	Hold	138	–	–	0.01%	236
2021 Q4	$19K	Hold	138	–	–	0.01%	240
2021 Q3	$18K	Hold	138	–	–	0.01%	242
2021 Q2	$18K	Buy	+138	New	+$18K	0.01%	246

Other funds holding IJT

CSA

Cottage Street Advisors Marion, Massachusetts $231M AUM 24.51% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Baldrige Asset Management's IJT Position: Q4 2022 in Review

Baldrige Asset Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2022, closing a stake of 138 shares — an estimated $14K sold.

Baldrige Asset Management first reported a position in IJT in Q2 2021 and held it in 6 quarters. The position peaked at $19K in Q4 2021. 641 funds tracked by Wall St. Rank hold IJT as of Q4 2022.

Baldrige Asset Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2022 after selling out during the quarter.
Baldrige Asset Management sold 138 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2022, an estimated $14K.
Baldrige Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2021 and held it in 6 quarters.
Baldrige Asset Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $19K in Q4 2021.
641 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2022.

Based on Baldrige Asset Management's 13F filing for Q4 2022, filed 13 Jan 2023.