BFG
IJT icon

Barber Financial Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Barber Financial Group’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
-6,802
Closed -$944K – 160
2021
Q4 		$944K Sell
6,802
-293,135
-98% -$39.9M 0.11% 65
2021
Q3 		$39M Sell
299,937
-94,377
-24% -$12.4M 5.05% 6
2021
Q2 		$52.3M Buy
394,314
+20,515
+5% +$2.67M 7.11% 5
2021
Q1 		$47.9M Buy
+373,799
New +$47.5M 7% 5
2019
Q1 		– Sell
-27,238
Closed -$2.2M – 143
2018
Q4 		$2.2M Sell
27,238
-3,108
-10% -$277K 0.47% 45
2018
Q3 		$3.06M Buy
30,346
+18,976
+167% +$1.91M 0.74% 35
2018
Q2 		$1.07M Buy
+11,370
New +$1.04M 0.31% 50
2018
Q1 		– Sell
-35,756
Closed -$3.04M – 132
2017
Q4 		$3.04M Buy
+35,756
New +$2.99M 0.77% 42

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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return