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

Bison Wealth’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
Q4 		– Sell
-980
Closed -$127K – 406
2021
Q3 		$127K Sell
980
-756
-44% -$99.7K 0.06% 265
2021
Q2 		$230K Hold
1,736
– – 0.1% 219
2021
Q1 		$223K Hold
1,736
– – 0.1% 224
2020
Q4 		$198K Hold
1,736
– – 0.09% 221
2020
Q3 		$153K Hold
1,736
– – 0.09% 197
2020
Q2 		$147K Sell
1,736
-576
-25% -$44.9K 0.09% 201
2020
Q1 		$159K Buy
2,312
+110
+5% +$9.71K 0.12% 182
2019
Q4 		$213K Buy
+2,202
New +$203K 0.1% 220

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
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

Bison Wealth's IJT Position: Q4 2021 in Review

Bison Wealth sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2021, closing a stake of 980 shares — an estimated $127K sold.

Bison Wealth first reported a position in IJT in Q4 2019 and held it in 8 quarters. The position peaked at $230K in Q2 2021. 655 funds tracked by Wall St. Rank hold IJT as of Q4 2021.

  • Bison Wealth reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Bison Wealth sold 980 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2021, an estimated $127K.
  • Bison Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 8 quarters.
  • Bison Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $230K in Q2 2021.
  • 655 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.