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

BCR Wealth Strategies’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	-18	Closed	-$2K	–	59
2022 Q3	$2K	Hold	18	–	–	﹤0.01%	79
2022 Q2	$2K	Buy	+18	New	+$2.04K	﹤0.01%	85

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

BCR Wealth Strategies's IJT Position: Q4 2022 in Review

BCR Wealth Strategies sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2022, closing a stake of 18 shares — an estimated $2K sold.

BCR Wealth Strategies first reported a position in IJT in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 641 funds tracked by Wall St. Rank hold IJT as of Q4 2022.

BCR Wealth Strategies reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2022 after selling out during the quarter.
BCR Wealth Strategies sold 18 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2022, an estimated $2K.
BCR Wealth Strategies first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2022 and held it in 2 quarters.
BCR Wealth Strategies's iShares S&P Small-Cap 600 Growth ETF position peaked at $2K in Q3 2022.
641 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.