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Bank of Stockton’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Bank of Stockton’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
-11,639
Closed -$1.61M – 128
2021
Q4 		$1.61M Buy
11,639
+237
+2% +$32.3K 0.47% 47
2021
Q3 		$1.48M Sell
11,402
-397
-3% -$52.3K 0.45% 45
2021
Q2 		$1.56M Buy
11,799
+15
+0.1% +$1.95K 0.47% 46
2021
Q1 		$1.51M Buy
+11,784
New +$1.5M 0.5% 44

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
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

Bank of Stockton's IJT Position: Q1 2022 in Review

Bank of Stockton sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2022, closing a stake of 11,639 shares — an estimated $1.61M sold.

Bank of Stockton first reported a position in IJT in Q1 2021 and held it in 4 quarters. The position peaked at $1.61M in Q4 2021. 637 funds tracked by Wall St. Rank hold IJT as of Q1 2022.

  • Bank of Stockton reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Bank of Stockton sold 11,639 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2022, an estimated $1.61M.
  • Bank of Stockton first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2021 and held it in 4 quarters.
  • Bank of Stockton's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.61M 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 Bank of Stockton's 13F filing for Q1 2022, filed 27 Apr 2022.