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

Baystate Wealth 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
2021 Q3	–	Sell	-279	Closed	-$37K	–	856
2021 Q2	$37K	Hold	279	–	–	﹤0.01%	308
2021 Q1	$36K	Buy	279 +1	+0.4%	+$127	﹤0.01%	294
2020 Q4	$32K	Hold	278	–	–	﹤0.01%	299
2020 Q3	$25K	Buy	278 +2	+0.7%	+$179	﹤0.01%	295
2020 Q2	$24K	Sell	276 -2	-0.7%	-$156	﹤0.01%	286
2020 Q1	$19K	Buy	278 +2	+0.7%	+$177	﹤0.01%	289
2019 Q4	$27K	Hold	276	–	–	﹤0.01%	287
2019 Q3	$25K	Buy	276 +2	+0.7%	+$181	﹤0.01%	270
2019 Q2	$25K	Hold	274	–	–	﹤0.01%	281
2019 Q1	$25K	Sell	274 -16	-6%	-$1.41K	﹤0.01%	288
2018 Q4	$26K	Buy	290 +18	+7%	+$1.6K	﹤0.01%	280
2018 Q3	$25K	Hold	272	–	–	﹤0.01%	280
2018 Q2	$26K	Hold	272	–	–	﹤0.01%	261
2018 Q1	$24K	Hold	272	–	–	﹤0.01%	266
2017 Q4	$24K	Hold	272	–	–	﹤0.01%	273
2017 Q3	$23K	Hold	272	–	–	﹤0.01%	271
2017 Q2	$21K	Hold	272	–	–	﹤0.01%	275
2017 Q1	$20K	Hold	272	–	–	﹤0.01%	272
2016 Q4	$21K	Buy	+272	New	+$19.2K	﹤0.01%	223
2013 Q3	–	Sell	-22	Closed	-$1K	–	119
2013 Q2	$1K	Buy	+22	New	+$1.05K	﹤0.01%	282

Other funds holding IJT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

UCFA

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

Baystate Wealth Management's IJT Position: Q3 2021 in Review

Baystate Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2021, closing a stake of 279 shares — an estimated $37K sold.

Baystate Wealth Management first reported a position in IJT in Q2 2013 and held it in 20 quarters. The position peaked at $37K in Q2 2021. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2021.

Baystate Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2021 after selling out during the quarter.
Baystate Wealth Management sold 279 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2021, an estimated $37K.
Baystate Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and held it in 20 quarters.
Baystate Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $37K in Q2 2021.
593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2021.

Based on Baystate Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.