BFS
IJT icon

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

Bickling Financial Services’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
-1,580
Closed -$219K – 135
2021
Q4 		$219K Sell
1,580
-98
-6% -$13.3K 0.11% 125
2021
Q3 		$218K Buy
1,678
+5
+0.3% +$659 0.11% 112
2021
Q2 		$222K Buy
1,673
+1
+0.1% +$130 0.1% 122
2021
Q1 		$214K Buy
+1,672
New +$212K 0.11% 108

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 $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 $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bickling Financial Services's IJT Position: Q1 2022 in Review

Bickling Financial Services sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2022, closing a stake of 1,580 shares — an estimated $219K sold.

Bickling Financial Services first reported a position in IJT in Q1 2021 and held it in 4 quarters. The position peaked at $222K in Q2 2021. 637 funds tracked by Wall St. Rank hold IJT as of Q1 2022.

  • Bickling Financial Services reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Bickling Financial Services sold 1,580 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2022, an estimated $219K.
  • Bickling Financial Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2021 and held it in 4 quarters.
  • Bickling Financial Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $222K in Q2 2021.
  • 637 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2022.

Based on Bickling Financial Services's 13F filing for Q1 2022, filed 25 May 2022.