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

Baron 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 Q3	–	Sell	-37	Closed	-$3.9K	–	120
2022 Q2	$3.9K	Hold	37	–	–	﹤0.01%	177
2022 Q1	$4.63K	Hold	37	–	–	﹤0.01%	185
2021 Q4	$5.14K	Hold	37	–	–	﹤0.01%	186
2021 Q3	$4.81K	Hold	37	–	–	﹤0.01%	192
2021 Q2	$4.91K	Hold	37	–	–	﹤0.01%	201
2021 Q1	$4.75K	Sell	37 -25	-40%	-$3.18K	﹤0.01%	200
2020 Q4	$7.08K	Hold	62	–	–	0.01%	189
2020 Q3	$5.47K	Buy	+62	New	+$5.54K	0.01%	200

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Baron Financial Group's IJT Position: Q3 2022 in Review

Baron Financial Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2022, closing a stake of 37 shares — an estimated $3.9K sold.

Baron Financial Group first reported a position in IJT in Q3 2020 and held it in 8 quarters. The position peaked at $7.08K in Q4 2020. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2022.

Baron Financial Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 37 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2022, an estimated $3.9K.
Baron Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2020 and held it in 8 quarters.
Baron Financial Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $7.08K in Q4 2020.
593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.